Filed March 12, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $79,637 | $57,352+38.9% | $83,831-5.0% | $64,173+24.1% |
| Participation rate | 81.7% | 68.6%+13.1pp | 76.1%+5.5pp | 69.6%+12.1pp |
| Annual return | -0.23% | 11.38%-11.6pp | 850.99%-851.2pp | 7.63%-7.9pp |
| Employer contribution / active EE | $3,997 | $2,546+57.0% | $3,631+10.1% | $2,381+67.9% |
| Participant deferral / active EE | $9,032 | $2,993+201.8% | $4,082+121.3% | $3,470+160.3% |
| Admin fee / account holder | $4,867 | $4,046+20.3% | $5,479-11.2% | $4,887-0.4% |