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 | $92,909 | $138,385-32.9% | $184,243-49.6% | $80,925+14.8% |
| Participation rate | 73.2% | 83.9%-10.7pp | 86.8%-13.7pp | 67.7%+5.5pp |
| Annual return | 11.56% | 20.02%-8.5pp | 28.82%-17.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $821 | $4,851-83.1% | $6,427-87.2% | $2,756-70.2% |
| Participant deferral / active EE | $3,998 | $7,075-43.5% | $9,132-56.2% | $4,299-7.0% |
| Admin fee / account holder | $1,134 | $10,489-89.2% | $13,914-91.8% | $6,940-83.7% |