Filed January 31, 2017 (most recent of 3 filings on file)
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 | $296,589 | $136,860+116.7% | $120,344+146.5% | $154,746+91.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.12% | 21.38%-4.3pp | 20.30%-3.2pp | 172.34%-155.2pp |
| Employer contribution / active EE | $9,768 | $3,533+176.5% | $3,020+223.4% | $4,379+123.1% |
| Participant deferral / active EE | $17,877 | $5,793+208.6% | $5,135+248.1% | $6,730+165.6% |
| Admin fee / account holder | $4,051 | $15,393-73.7% | $12,742-68.2% | $14,365-71.8% |