Filed January 19, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,171 | $81,331-10.0% | $155,534-53.0% | $80,935-9.6% |
| Participation rate | 35.5% | 66.3%-30.8pp | 78.2%-42.7pp | 67.7%-32.2pp |
| Annual return | 8.50% | 33.37%-24.9pp | 64.92%-56.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $1,463 | $3,105-52.9% | $4,675-68.7% | $2,757-46.9% |
| Participant deferral / active EE | $2,772 | $3,454-19.8% | $5,630-50.8% | $4,299-35.5% |
| Admin fee / account holder | $5,207 | $7,999-34.9% | $15,900-67.3% | $6,924-24.8% |