Filed January 9, 2020
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 | $70,455 | $96,123-26.7% | $77,361-8.9% | $198,609-64.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 9.33% | 2054.81%-2045.5pp | 1011.54%-1002.2pp | 202.70%-193.4pp |
| Employer contribution / active EE | $15,491 | $3,791+308.6% | $2,990+418.1% | $5,055+206.4% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,287 | $9,471-12.5% | $5,894+40.6% | $19,030-56.5% |