Filed May 10, 2018
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 | $171,614 | $138,385+24.0% | $184,243-6.9% | $80,925+112.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.91% | 20.02%-6.1pp | 28.82%-14.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $10,048 | $4,851+107.2% | $6,427+56.3% | $2,756+264.6% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $26,044 | $10,489+148.3% | $13,914+87.2% | $6,940+275.3% |