Filed April 6, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $601,320 | $105,200+471.6% | $159,474+277.1% | $85,847+600.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 36.04% | 45.08%-9.0pp | 263.68%-227.6pp | 318.61%-282.6pp |
| Employer contribution / active EE | $17,513 | $3,319+427.7% | $4,831+262.5% | $2,565+582.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $46,121 | $6,934+565.1% | $10,802+327.0% | $6,261+636.7% |