Filed December 21, 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 | $126,263 | $87,059+45.0% | $105,608+19.6% | $80,925+56.0% |
| Participation rate | 94.7% | 70.4%+24.3pp | 75.3%+19.5pp | 67.7%+27.1pp |
| Annual return | 13.92% | 17.05%-3.1pp | 116.50%-102.6pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,024 | $2,396-15.5% | $3,167-36.1% | $2,756-26.6% |
| Participant deferral / active EE | $5,211 | $3,986+30.7% | $5,010+4.0% | $4,299+21.2% |
| Admin fee / account holder | $28,179 | $8,443+233.8% | $11,028+155.5% | $6,940+306.0% |