Filed April 27, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,982 | $43,730-8.6% | $121,220-67.0% | $64,173-37.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 8.94% | 68.94%-60.0pp | 16.94%-8.0pp | 7.63%+1.3pp |
| Employer contribution / active EE | $3,348 | $1,297+158.2% | $4,023-16.8% | $2,381+40.6% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $893 | $3,502-74.5% | $5,021-82.2% | $4,887-81.7% |