Filed November 7, 2019
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,338 | $85,766-16.8% | $136,295-47.7% | $70,131+1.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.22% | 31.45%-14.2pp | 5155.97%-5138.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,108 | $2,966-28.9% | $4,695-55.1% | $2,342-10.0% |
| Participant deferral / active EE | $4,431 | $5,051-12.3% | $6,247-29.1% | $3,332+33.0% |
| Admin fee / account holder | $3,450 | $5,420-36.4% | $9,243-62.7% | $4,645-25.7% |