Filed April 2, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,888 | $209,888-63.4% | $189,545-59.4% | $167,553-54.1% |
| Participation rate | 81.3% | 88.7%-7.4pp | 87.8%-6.6pp | 82.1%-0.9pp |
| Annual return | 13.74% | 748.66%-734.9pp | 555.36%-541.6pp | 478.89%-465.2pp |
| Employer contribution / active EE | $4,661 | $6,915-32.6% | $6,162-24.4% | $4,840-3.7% |
| Participant deferral / active EE | $2,950 | $8,934-67.0% | $8,220-64.1% | $6,343-53.5% |
| Admin fee / account holder | $1,753 | $14,300-87.7% | $12,049-85.4% | $12,316-85.8% |