Filed January 29, 2016
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,741 | $93,345+21.9% | $119,126-4.5% | $87,485+30.0% |
| Participation rate | 98.6% | 68.7%+29.9pp | 75.8%+22.8pp | 68.9%+29.7pp |
| Annual return | 38.02% | 19.08%+18.9pp | 282.11%-244.1pp | 26.06%+12.0pp |
| Employer contribution / active EE | $11,915 | $3,172+275.7% | $4,034+195.4% | $2,596+359.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,714 | $8,039-16.5% | $10,693-37.2% | $7,775-13.6% |