Filed June 6, 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.
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 | $169,203 | $71,873+135.4% | $86,698+95.2% | $68,490+147.0% |
| Participation rate | 80.6% | 72.2%+8.3pp | 76.6%+4.0pp | 67.9%+12.7pp |
| Annual return | -14.55% | 3.54%-18.1pp | 35.96%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,464 | $3,779+44.6% | $4,656+17.3% | $4,028+35.7% |
| Admin fee / account holder | $1,508 | $6,110-75.3% | $7,492-79.9% | $5,403-72.1% |