Filed June 7, 2019
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,872 | $98,463+37.0% | $119,258+13.1% | $85,847+57.1% |
| Participation rate | 41.8% | 77.6%-35.8pp | 82.7%-40.9pp | 69.3%-27.5pp |
| Annual return | 63.63% | 38.53%+25.1pp | 30.69%+32.9pp | 318.61%-255.0pp |
| Employer contribution / active EE | $5,663 | $3,698+53.1% | $4,384+29.2% | $2,565+120.8% |
| Participant deferral / active EE | $5,839 | $4,942+18.1% | $6,111-4.5% | $3,952+47.7% |
| Admin fee / account holder | $23,476 | $7,493+213.3% | $7,226+224.9% | $6,261+275.0% |