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 | $125,872 | $62,164+102.5% | $81,482+54.5% | $74,400+69.2% |
| Participation rate | 65.4% | 64.1%+1.3pp | 69.5%-4.1pp | 67.2%-1.8pp |
| Annual return | 14.42% | 16.50%-2.1pp | 24.79%-10.4pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $2,307 | $1,884+22.5% | $2,463-6.3% | $2,624-12.1% |
| Participant deferral / active EE | $5,077 | $3,230+57.2% | $3,885+30.7% | $4,348+16.8% |
| Admin fee / account holder | $3,598 | $1,923+87.1% | $5,761-37.6% | $1,944+85.1% |