Filed February 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.
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 | $111,350 | $99,345+12.1% | $84,753+31.4% | $273,972-59.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.86% | 22.93%-12.1pp | 22.78%-11.9pp | 41.46%-30.6pp |
| Employer contribution / active EE | $17,444 | $4,214+313.9% | $3,574+388.0% | $4,869+258.3% |
| Participant deferral / active EE | $13,736 | $4,270+221.7% | $3,712+270.1% | $5,287+159.8% |
| Admin fee / account holder | $15,077 | $6,645+126.9% | $5,333+182.7% | $10,133+48.8% |