Filed December 9, 2014
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 | $35,998 | $90,486-60.2% | $78,676-54.2% | $273,972-86.9% |
| Participation rate | 86.4% | 76.5%+9.8pp | 73.6%+12.8pp | 83.0%+3.3pp |
| Annual return | 8.56% | 75.62%-67.1pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,306 | $3,175-27.4% | $2,850-19.1% | $4,869-52.6% |
| Participant deferral / active EE | $3,794 | $3,901-2.7% | $3,517+7.9% | $5,287-28.2% |
| Admin fee / account holder | $5,514 | $5,263+4.8% | $4,510+22.3% | $10,133-45.6% |