Filed March 13, 2017
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 | $151,825 | $57,073+166.0% | $85,126+78.4% | $80,925+87.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 17.49% | 21.69%-4.2pp | 66.63%-49.1pp | 35.65%-18.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,329 | $3,113+296.0% | $4,523+172.6% | $4,299+186.8% |
| Admin fee / account holder | $9,084 | $4,988+82.1% | $6,160+47.5% | $6,940+30.9% |