Filed March 31, 2020
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 | $80,170 | $76,696+4.5% | $96,515-16.9% | $71,511+12.1% |
| Participation rate | 46.3% | 66.6%-20.2pp | 74.3%-28.0pp | 67.9%-21.6pp |
| Annual return | 24.10% | 48.32%-24.2pp | 35.73%-11.6pp | 28.86%-4.8pp |
| Employer contribution / active EE | $1,396 | $3,032-54.0% | $3,740-62.7% | $2,589-46.1% |
| Participant deferral / active EE | $2,371 | $3,770-37.1% | $4,880-51.4% | $4,291-44.7% |
| Admin fee / account holder | $4,536 | $2,030+123.4% | $6,735-32.7% | $1,588+185.5% |