Filed December 28, 2017 (most recent of 2 filings on file)
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 | $163,445 | $99,011+65.1% | $86,582+88.8% | $147,586+10.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.29% | 1312.75%-1295.5pp | 965.08%-947.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $9,490 | $3,132+203.0% | $2,839+234.2% | $4,876+94.6% |
| Participant deferral / active EE | $8,135 | $3,972+104.8% | $3,609+125.4% | $5,439+49.6% |
| Admin fee / account holder | $885 | $5,709-84.5% | $4,904-82.0% | $10,886-91.9% |