Filed October 15, 2021
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 | $43,281 | $64,010-32.4% | $108,359-60.1% | $64,340-32.7% |
| Participation rate | 37.0% | 49.4%-12.3pp | 70.1%-33.1pp | 55.2%-18.2pp |
| Annual return | 18.84% | 19.74%-0.9pp | 36.89%-18.1pp | 24.14%-5.3pp |
| Employer contribution / active EE | $233 | $1,029-77.3% | $2,399-90.3% | $1,862-87.5% |
| Participant deferral / active EE | $2,633 | $2,395+9.9% | $4,137-36.4% | $2,980-11.7% |
| Admin fee / account holder | $1,596 | $4,885-67.3% | $9,741-83.6% | $3,703-56.9% |