Filed June 7, 2017
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 | $68,439 | $125,797-45.6% | $170,028-59.7% | $75,181-9.0% |
| Participation rate | 63.0% | 83.6%-20.6pp | 87.0%-24.0pp | 67.2%-4.2pp |
| Annual return | 7.38% | 27.20%-19.8pp | 53.39%-46.0pp | 160.69%-153.3pp |
| Employer contribution / active EE | $2,388 | $4,616-48.3% | $6,788-64.8% | $2,671-10.6% |
| Participant deferral / active EE | $3,721 | $6,838-45.6% | $10,409-64.3% | $4,126-9.8% |
| Admin fee / account holder | $19,707 | $8,177+141.0% | $12,820+53.7% | $5,650+248.8% |