Filed August 8, 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 | $121,590 | $102,382+18.8% | $147,005-17.3% | $80,874+50.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.17% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $7,075 | $3,715+90.4% | $4,934+43.4% | $2,756+156.7% |
| Participant deferral / active EE | $9,175 | $6,646+38.0% | $8,070+13.7% | $4,297+113.5% |
| Admin fee / account holder | $1,303 | $7,942-83.6% | $13,006-90.0% | $6,935-81.2% |