Filed October 23, 2017
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,195 | $146,267-51.3% | $197,124-63.9% | $82,448-13.6% |
| Participation rate | 60.3% | 84.0%-23.7pp | 86.7%-26.4pp | 68.1%-7.8pp |
| Annual return | 14.35% | 29.61%-15.3pp | 44.34%-30.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,759 | $4,723-62.8% | $6,227-71.8% | $2,551-31.1% |
| Participant deferral / active EE | $2,929 | $7,035-58.4% | $9,135-67.9% | $4,139-29.2% |
| Admin fee / account holder | $20,376 | $14,422+41.3% | $16,298+25.0% | $7,234+181.7% |