Filed November 25, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,893 | $115,917-68.2% | $100,535-63.3% | $158,982-76.8% |
| Participation rate | 90.5% | 81.6%+8.9pp | 79.4%+11.1pp | 82.0%+8.5pp |
| Annual return | 44.81% | 34.80%+10.0pp | 30.90%+13.9pp | 302.99%-258.2pp |
| Employer contribution / active EE | $4,076 | $4,105-0.7% | $3,419+19.2% | $4,763-14.4% |
| Participant deferral / active EE | $4,655 | $6,677-30.3% | $6,271-25.8% | $5,983-22.2% |
| Admin fee / account holder | $1,086 | $11,002-90.1% | $8,085-86.6% | $11,252-90.3% |