Filed March 7, 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.
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 | $223,162 | $152,592+46.2% | $125,180+78.3% | $152,885+46.0% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.5%-42.5pp |
| Annual return | 22.96% | 54.84%-31.9pp | 43.79%-20.8pp | 345.39%-322.4pp |
| Employer contribution / active EE | $1,436 | $4,947-71.0% | $3,866-62.9% | $4,763-69.9% |
| Participant deferral / active EE | $4,326 | $5,868-26.3% | $4,937-12.4% | $5,851-26.1% |
| Admin fee / account holder | $32,658 | $13,435+143.1% | $9,703+236.6% | $11,598+181.6% |