Filed November 15, 2016
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,983 | $138,393+28.6% | $184,256-3.4% | $80,959+119.8% |
| Participation rate | 59.5% | 83.9%-24.4pp | 86.8%-27.4pp | 67.7%-8.2pp |
| Annual return | 9.33% | 20.01%-10.7pp | 28.85%-19.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,924 | $4,847-60.3% | $6,427-70.1% | $2,757-30.2% |
| Participant deferral / active EE | $6,852 | $7,076-3.2% | $9,133-25.0% | $4,300+59.3% |
| Admin fee / account holder | $15,353 | $10,489+46.4% | $13,899+10.5% | $6,925+121.7% |