Filed January 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,361 | $102,385+173.8% | $147,080+90.6% | $80,935+246.4% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 12.70% | 135.09%-122.4pp | 420.17%-407.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $5,940 | $3,717+59.8% | $4,933+20.4% | $2,757+115.5% |
| Participant deferral / active EE | $15,000 | $6,651+125.5% | $8,066+86.0% | $4,299+248.9% |
| Admin fee / account holder | $13,325 | $7,951+67.6% | $12,989+2.6% | $6,924+92.4% |