Filed March 6, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $539,765 | $162,821+231.5% | $133,978+302.9% | $158,982+239.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.45% | 41.95%-14.5pp | 45.10%-17.6pp | 302.99%-275.5pp |
| Employer contribution / active EE | $40,807 | $4,976+720.0% | $3,919+941.3% | $4,763+756.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26,543 | $11,742+126.1% | $8,930+197.2% | $11,252+135.9% |