Filed April 13, 2015
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,746 | $66,302-9.9% | $110,243-45.8% | $56,287+6.1% |
| Participation rate | 48.8% | 74.9%-26.1pp | 79.8%-31.0pp | 69.9%-21.1pp |
| Annual return | -7.34% | -1.18%-6.2pp | 314.76%-322.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,547 | $2,047-24.5% | $3,827-59.6% | $2,111-26.7% |
| Participant deferral / active EE | $3,002 | $3,381-11.2% | $4,672-35.7% | $3,350-10.4% |
| Admin fee / account holder | $4,744 | $698+579.2% | $8,548-44.5% | $521+810.7% |