Filed October 28, 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 | $128,579 | $46,596+175.9% | $64,099+100.6% | $75,181+71.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.09% | 26.04%-9.0pp | 33.70%-16.6pp | 160.69%-143.6pp |
| Employer contribution / active EE | $8,220 | $1,975+316.2% | $2,748+199.1% | $2,671+207.8% |
| Participant deferral / active EE | $11,240 | $2,837+296.2% | $3,881+189.6% | $4,126+172.4% |
| Admin fee / account holder | $6,800 | $2,954+130.2% | $3,070+121.5% | $5,650+20.4% |