Filed October 1, 2018
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 | $26,263 | $157,276-83.3% | $141,177-81.4% | $152,885-82.8% |
| Participation rate | 61.9% | 84.8%-22.9pp | 82.5%-20.6pp | 82.5%-20.5pp |
| Annual return | 19.57% | 64.33%-44.8pp | 71.40%-51.8pp | 345.39%-325.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,309 | $7,110-39.4% | $6,710-35.8% | $5,851-26.4% |
| Admin fee / account holder | $6,140 | $12,123-49.4% | $10,263-40.2% | $11,598-47.1% |