Filed April 14, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,055 | $102,382-39.4% | $147,005-57.8% | $80,874-23.3% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.2%-14.5pp | 67.6%0pp |
| Annual return | 10.02% | 134.89%-124.9pp | 418.76%-408.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $4,547 | $3,715+22.4% | $4,934-7.8% | $2,756+65.0% |
| Participant deferral / active EE | $9,812 | $6,646+47.6% | $8,070+21.6% | $4,297+128.3% |
| Admin fee / account holder | $6,128 | $7,942-22.8% | $13,006-52.9% | $6,935-11.6% |