Filed December 12, 2019
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 | $91,486 | $91,559-0.1% | $133,978-31.7% | $79,856+14.6% |
| Participation rate | 89.8% | 73.3%+16.5pp | 79.8%+10.0pp | 69.6%+20.2pp |
| Annual return | 20.53% | 61.85%-41.3pp | 45.10%-24.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $4,883 | $2,384+104.8% | $3,919+24.6% | $2,471+97.6% |
| Participant deferral / active EE | $10,189 | $3,734+172.9% | $5,047+101.9% | $3,741+172.4% |
| Admin fee / account holder | $6,490 | $6,321+2.7% | $8,930-27.3% | $5,306+22.3% |