Filed June 23, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,500 | $91,536-51.4% | $130,062-65.8% | $75,177-40.8% |
| Participation rate | 84.6% | 71.5%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 19.33% | -631.62%+650.9pp | -137.37%+156.7pp | 160.75%-141.4pp |
| Employer contribution / active EE | $1,723 | $2,845-39.4% | $4,322-60.1% | $2,671-35.5% |
| Participant deferral / active EE | $4,458 | $4,343+2.6% | $5,821-23.4% | $4,126+8.0% |
| Admin fee / account holder | $3,837 | $6,780-43.4% | $10,601-63.8% | $5,651-32.1% |