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 | $130,695 | $97,648+33.8% | $121,663+7.4% | $87,485+49.4% |
| Participation rate | 94.9% | 70.5%+24.4pp | 74.5%+20.4pp | 68.9%+25.9pp |
| Annual return | 13.06% | 18.03%-5.0pp | 147.54%-134.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,001 | $2,300-13.0% | $3,020-33.7% | $2,596-22.9% |
| Participant deferral / active EE | $4,760 | $3,923+21.3% | $4,887-2.6% | $4,274+11.4% |
| Admin fee / account holder | $4,059 | $11,100-63.4% | $14,289-71.6% | $7,775-47.8% |