Filed February 9, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,653 | $202,342-88.3% | $172,753-86.3% | $152,909-84.5% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 21.44% | 1029.88%-1008.4pp | 803.00%-781.6pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,746 | $5,857-53.1% | $5,144-46.6% | $4,764-42.4% |
| Participant deferral / active EE | $3,724 | $5,948-37.4% | $5,198-28.4% | $5,851-36.4% |
| Admin fee / account holder | $756 | $17,112-95.6% | $13,956-94.6% | $11,601-93.5% |