Filed July 19, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,156 | $90,486-57.8% | $78,676-51.5% | $273,972-86.1% |
| Participation rate | 47.1% | 76.5%-29.5pp | 73.6%-26.5pp | 83.0%-36.0pp |
| Annual return | 5.22% | 75.62%-70.4pp | 62.19%-57.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $486 | $3,175-84.7% | $2,850-83.0% | $4,869-90.0% |
| Participant deferral / active EE | $1,942 | $3,901-50.2% | $3,517-44.8% | $5,287-63.3% |
| Admin fee / account holder | $4,435 | $5,263-15.7% | $4,510-1.7% | $10,133-56.2% |