Filed January 3, 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 | $139,186 | $51,631+169.6% | $129,397+7.6% | $80,925+72.0% |
| Participation rate | 69.7% | 56.9%+12.7pp | 69.6%0pp | 67.7%+2.0pp |
| Annual return | 13.54% | 20.77%-7.2pp | 9453.98%-9440.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $4,946 | $1,583+212.4% | $4,154+19.1% | $2,756+79.5% |
| Participant deferral / active EE | $6,495 | $2,670+143.3% | $4,167+55.8% | $4,299+51.1% |
| Admin fee / account holder | $6,138 | $4,309+42.4% | $7,679-20.1% | $6,940-11.6% |