Filed December 27, 2018 (most recent of 2 filings on file)
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 | $124,233 | $87,834+41.4% | $133,975-7.3% | $62,881+97.6% |
| Participation rate | 94.8% | 83.4%+11.5pp | 87.1%+7.8pp | 69.3%+25.5pp |
| Annual return | 7.44% | 12.05%-4.6pp | 29.29%-21.9pp | 20.14%-12.7pp |
| Employer contribution / active EE | $8,626 | $3,482+147.7% | $5,211+65.5% | $2,281+278.2% |
| Participant deferral / active EE | $7,435 | $4,812+54.5% | $6,282+18.4% | $3,203+132.1% |
| Admin fee / account holder | $18,075 | $5,372+236.4% | $9,324+93.8% | $4,296+320.8% |