Filed July 19, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,607 | $93,589+4.3% | $135,942-28.2% | $75,181+29.8% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | 17.70% | 30.90%-13.2pp | 68.28%-50.6pp | 160.69%-143.0pp |
| Employer contribution / active EE | $3,124 | $3,537-11.7% | $4,858-35.7% | $2,671+17.0% |
| Participant deferral / active EE | $11,289 | $6,405+76.3% | $7,759+45.5% | $4,126+173.6% |
| Admin fee / account holder | $9,646 | $6,977+38.2% | $10,764-10.4% | $5,650+70.7% |