Filed December 13, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,824 | $63,904+139.1% | $89,340+71.1% | $67,986+124.8% |
| Participation rate | 64.4% | 54.3%+10.1pp | 69.6%-5.1pp | 57.2%+7.2pp |
| Annual return | 16.67% | 18.09%-1.4pp | 20.57%-3.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $2,413 | $1,627+48.3% | $2,231+8.1% | $2,019+19.5% |
| Participant deferral / active EE | $5,517 | $2,691+105.0% | $3,823+44.3% | $3,358+64.3% |
| Admin fee / account holder | $2,670 | $3,315-19.4% | $6,704-60.2% | $3,203-16.6% |