Filed July 1, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $600,024 | $172,111+248.6% | $150,298+299.2% | $137,256+337.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 14.13% | 69.37%-55.2pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $10,268 | $4,636+121.5% | $4,154+147.2% | $4,156+147.1% |
| Participant deferral / active EE | $10,255 | $6,166+66.3% | $5,453+88.1% | $6,407+60.1% |
| Admin fee / account holder | $117,214 | $16,471+611.6% | $14,116+730.4% | $12,270+855.3% |