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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,941 | $81,870+259.0% | $119,622+145.7% | $68,486+329.2% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -9.68% | -23.82%+14.1pp | -14.98%+5.3pp | -7.85%-1.8pp |
| Employer contribution / active EE | $13,478 | $2,692+400.7% | $4,232+218.5% | $2,597+419.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $39,329 | $6,583+497.4% | $10,328+280.8% | $5,404+627.8% |