Filed April 27, 2017
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 | $295,812 | $88,754+233.3% | $81,820+261.5% | $145,877+102.8% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 19.26% | 1031.77%-1012.5pp | 777.93%-758.7pp | 551.28%-532.0pp |
| Employer contribution / active EE | $5,739 | $3,085+86.0% | $2,915+96.9% | $4,663+23.1% |
| Participant deferral / active EE | $10,464 | $4,648+125.1% | $4,323+142.1% | $6,691+56.4% |
| Admin fee / account holder | $53,584 | $8,424+536.1% | $7,391+625.0% | $13,402+299.8% |