Filed September 28, 2016
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $533,298 | $45,041+1084.0% | $63,003+746.5% | $70,131+660.4% |
| Participation rate | 89.3% | 69.5%+19.8pp | 74.8%+14.5pp | 69.5%+19.7pp |
| Annual return | 12.58% | 18.76%-6.2pp | 87.59%-75.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,388 | $2,052-32.4% | $2,760-49.7% | $2,342-40.8% |
| Participant deferral / active EE | $3,623 | $2,465+47.0% | $3,329+8.8% | $3,332+8.7% |
| Admin fee / account holder | $34,818 | $2,836+1127.9% | $3,600+867.1% | $4,645+649.5% |