Filed February 28, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $66,523 | $58,311+14.1% | $81,882-18.8% | $80,959-17.8% |
| Participation rate | 86.8% | 63.5%+23.4pp | 72.4%+14.5pp | 67.7%+19.2pp |
| Annual return | 15.14% | 41.85%-26.7pp | 779.47%-764.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $3,891 | $2,347+65.8% | $2,916+33.5% | $2,757+41.1% |
| Participant deferral / active EE | $9,551 | $3,287+190.6% | $4,323+120.9% | $4,300+122.1% |
| Admin fee / account holder | $725 | $4,752-84.7% | $7,360-90.1% | $6,925-89.5% |