Filed October 29, 2014
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 | $220,320 | $78,027+182.4% | $178,528+23.4% | $80,925+172.3% |
| Participation rate | 88.2% | 65.7%+22.6pp | 77.1%+11.1pp | 67.7%+20.6pp |
| Annual return | 17.53% | 18.09%-0.6pp | 27.11%-9.6pp | 35.65%-18.1pp |
| Employer contribution / active EE | $8,544 | $2,281+274.5% | $3,950+116.3% | $2,756+210.0% |
| Participant deferral / active EE | $17,352 | $4,408+293.7% | $6,278+176.4% | $4,299+303.7% |
| Admin fee / account holder | $43,389 | $7,168+505.4% | $10,419+316.4% | $6,940+525.2% |