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 | $105,886 | $56,423+87.7% | $77,183+37.2% | $71,495+48.1% |
| Participation rate | 59.6% | 64.3%-4.7pp | 69.6%-9.9pp | 67.9%-8.3pp |
| Annual return | 15.18% | 19.05%-3.9pp | 37.89%-22.7pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,069 | $1,866+10.9% | $2,534-18.3% | $2,589-20.1% |
| Participant deferral / active EE | $4,591 | $3,142+46.1% | $3,833+19.8% | $4,291+7.0% |
| Admin fee / account holder | $13,527 | $1,429+846.7% | $5,475+147.1% | $1,588+752.0% |