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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,490 | $217,432-23.4% | $185,849-10.4% | $167,536-0.6% |
| Participation rate | 84.6% | 86.1%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 10.56% | 148.42%-137.9pp | 122.10%-111.5pp | 478.82%-468.3pp |
| Employer contribution / active EE | $5,783 | $5,875-1.6% | $5,169+11.9% | $4,839+19.5% |
| Participant deferral / active EE | $9,987 | $6,357+57.1% | $5,569+79.3% | $6,342+57.5% |
| Admin fee / account holder | $35,975 | $19,818+81.5% | $16,244+121.5% | $12,315+192.1% |