Filed January 23, 2020
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $669,296 | $79,955+737.1% | $98,461+579.8% | $75,173+790.3% |
| Participation rate | 98.5% | 70.4%+28.2pp | 75.2%+23.4pp | 67.2%+31.3pp |
| Annual return | 10.56% | 19.75%-9.2pp | 21.17%-10.6pp | 160.72%-150.2pp |
| Employer contribution / active EE | $18,924 | $2,264+735.8% | $3,049+520.7% | $2,671+608.5% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,918 | $6,841+30.4% | $8,961-0.5% | $5,651+57.8% |