Filed January 31, 2018
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 | $74,905 | $108,942-31.2% | $100,415-25.4% | $145,897-48.7% |
| Participation rate | 76.2% | 83.0%-6.8pp | 81.5%-5.3pp | 80.3%-4.1pp |
| Annual return | 14.31% | 58.27%-44.0pp | 49.47%-35.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,303 | $4,422-25.3% | $3,943-16.2% | $4,663-29.2% |
| Participant deferral / active EE | $7,135 | $8,461-15.7% | $8,091-11.8% | $6,689+6.7% |
| Admin fee / account holder | $902 | $9,702-90.7% | $7,906-88.6% | $13,390-93.3% |