Filed April 22, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,803 | $123,793+141.4% | $177,840+68.0% | $79,852+274.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.12% | 22.82%-3.7pp | 48.32%-29.2pp | 31.72%-12.6pp |
| Employer contribution / active EE | $22,684 | $4,095+453.9% | $5,919+283.3% | $2,471+818.0% |
| Participant deferral / active EE | $17,300 | $5,956+190.5% | $7,714+124.3% | $3,740+362.5% |
| Admin fee / account holder | $36,670 | $7,243+406.3% | $12,431+195.0% | $5,306+591.1% |