Filed April 4, 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 | $84,992 | $80,985+4.9% | $96,576-12.0% | $75,181+13.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.41% | 27.05%-11.6pp | 25.87%-10.5pp | 160.69%-145.3pp |
| Employer contribution / active EE | $3,571 | $2,282+56.4% | $2,965+20.4% | $2,671+33.7% |
| Participant deferral / active EE | $3,135 | $3,929-20.2% | $4,851-35.4% | $4,126-24.0% |
| Admin fee / account holder | $5,756 | $6,719-14.3% | $8,253-30.3% | $5,650+1.9% |