Filed May 10, 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 | $105,079 | $106,749-1.6% | $145,433-27.7% | $82,448+27.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.60% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,909 | $3,444+71.6% | $4,554+29.7% | $2,551+131.6% |
| Participant deferral / active EE | $7,791 | $6,519+19.5% | $7,897-1.3% | $4,139+88.2% |
| Admin fee / account holder | $11,189 | $8,390+33.4% | $13,129-14.8% | $7,234+54.7% |