Filed February 15, 2019
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 | $103,356 | $51,638+100.2% | $129,406-20.1% | $80,959+27.7% |
| Participation rate | 50.0% | 56.9%-6.9pp | 69.6%-19.6pp | 67.7%-17.7pp |
| Annual return | 9.32% | 20.78%-11.5pp | 9468.18%-9458.9pp | 35.67%-26.3pp |
| Employer contribution / active EE | $492 | $1,584-68.9% | $4,155-88.1% | $2,757-82.1% |
| Participant deferral / active EE | $1,054 | $2,670-60.5% | $4,167-74.7% | $4,300-75.5% |
| Admin fee / account holder | $2,304 | $4,313-46.6% | $7,689-70.0% | $6,925-66.7% |