Filed February 25, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,495 | $72,027-31.3% | $185,861-73.4% | $79,856-38.0% |
| Participation rate | 67.9% | 65.8%+2.1pp | 78.0%-10.2pp | 69.6%-1.8pp |
| Annual return | 17.70% | 23.13%-5.4pp | 35.96%-18.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,021 | $1,965+2.8% | $4,088-50.6% | $2,471-18.2% |
| Participant deferral / active EE | $5,105 | $3,780+35.1% | $5,634-9.4% | $3,741+36.5% |
| Admin fee / account holder | $644 | $4,513-85.7% | $9,503-93.2% | $5,306-87.9% |