Filed February 22, 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 | $73,109 | $58,241+25.5% | $81,780-10.6% | $80,911-9.6% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.4%+11.0pp | 67.6%+15.7pp |
| Annual return | 19.90% | 41.73%-21.8pp | 776.27%-756.4pp | 35.63%-15.7pp |
| Employer contribution / active EE | $1,980 | $2,343-15.5% | $2,914-32.0% | $2,756-28.1% |
| Participant deferral / active EE | $5,753 | $3,283+75.3% | $4,321+33.2% | $4,297+33.9% |
| Admin fee / account holder | $1,419 | $4,973-71.5% | $7,384-80.8% | $6,935-79.5% |