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 | $226,904 | $96,691+134.7% | $86,656+161.8% | $139,487+62.7% |
| Participation rate | 76.9% | 74.4%+2.5pp | 71.7%+5.2pp | 80.3%-3.4pp |
| Annual return | 14.77% | 106.87%-92.1pp | 593.09%-578.3pp | 373.84%-359.1pp |
| Employer contribution / active EE | $6,907 | $3,267+111.4% | $3,025+128.3% | $4,755+45.3% |
| Participant deferral / active EE | $12,471 | $4,838+157.8% | $4,439+180.9% | $6,713+85.8% |
| Admin fee / account holder | $5,853 | $6,414-8.7% | $5,619+4.2% | $11,407-48.7% |