Filed January 31, 2020
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,747 | $51,638+33.1% | $68,368+0.6% | $82,448-16.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 23.13% | 37.53%-14.4pp | 292.57%-269.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $5,749 | $2,047+180.9% | $2,649+117.0% | $2,551+125.4% |
| Participant deferral / active EE | $7,608 | $2,914+161.1% | $4,123+84.5% | $4,139+83.8% |
| Admin fee / account holder | $6,721 | $4,643+44.8% | $5,150+30.5% | $7,234-7.1% |