Filed May 18, 2021
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,944 | $62,132-40.5% | $185,861-80.1% | $73,497-49.7% |
| Participation rate | 55.6% | 67.8%-12.3pp | 78.0%-22.5pp | 70.7%-15.1pp |
| Annual return | 15.58% | 20.44%-4.9pp | 35.96%-20.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,260 | $1,681-25.1% | $4,088-69.2% | $2,270-44.5% |
| Participant deferral / active EE | $1,435 | $3,711-61.3% | $5,634-74.5% | $3,740-61.6% |
| Admin fee / account holder | $3,045 | $419+627.2% | $9,503-68.0% | $513+493.4% |