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 | $185,312+223.8% | $161,489+271.6% | $154,746+287.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 14.13% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $10,268 | $4,769+115.3% | $4,268+140.6% | $4,379+134.5% |
| Participant deferral / active EE | $10,255 | $6,350+61.5% | $5,630+82.1% | $6,730+52.4% |
| Admin fee / account holder | $117,214 | $18,654+528.3% | $16,006+632.3% | $14,365+716.0% |