Filed January 28, 2020
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,193 | $58,311+402.8% | $81,882+258.1% | $80,959+262.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.28% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $4,342 | $2,347+85.0% | $2,916+48.9% | $2,757+57.5% |
| Participant deferral / active EE | $9,898 | $3,287+201.1% | $4,323+129.0% | $4,300+130.2% |
| Admin fee / account holder | $6,648 | $4,752+39.9% | $7,360-9.7% | $6,925-4.0% |