Filed June 30, 2017
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,464 | $137,414-47.3% | $189,537-61.8% | $85,847-15.6% |
| Participation rate | 70.4% | 84.6%-14.2pp | 87.8%-17.4pp | 69.3%+1.1pp |
| Annual return | 15.08% | 38.14%-23.1pp | 555.34%-540.3pp | 318.61%-303.5pp |
| Employer contribution / active EE | $1,002 | $4,344-76.9% | $6,161-83.7% | $2,565-60.9% |
| Participant deferral / active EE | $6,330 | $6,260+1.1% | $8,220-23.0% | $3,952+60.2% |
| Admin fee / account holder | $411 | $8,630-95.2% | $12,048-96.6% | $6,261-93.4% |