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.
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 | $162,326 | $69,977+132.0% | $108,582+49.5% | $62,881+158.1% |
| Participation rate | 73.3% | 72.9%+0.4pp | 79.6%-6.2pp | 69.3%+4.0pp |
| Annual return | 6.57% | 10.73%-4.2pp | -51.70%+58.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,174 | $2,135+142.3% | $3,758+37.7% | $2,281+126.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,961 | $5,076-61.4% | $7,645-74.4% | $4,296-54.4% |