Filed July 5, 2019
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 | $48,283 | $87,834-45.0% | $133,975-64.0% | $62,881-23.2% |
| Participation rate | 66.0% | 83.4%-17.4pp | 87.1%-21.1pp | 69.3%-3.3pp |
| Annual return | 9.09% | 12.05%-3.0pp | 29.29%-20.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,778 | $3,482-48.9% | $5,211-65.9% | $2,281-22.1% |
| Participant deferral / active EE | $3,568 | $4,812-25.8% | $6,282-43.2% | $3,203+11.4% |
| Admin fee / account holder | $7,161 | $5,372+33.3% | $9,324-23.2% | $4,296+66.7% |