Filed August 16, 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 | $16,112 | $65,434-75.4% | $98,483-83.6% | $85,847-81.2% |
| Participation rate | 86.2% | 65.0%+21.2pp | 73.3%+12.9pp | 69.3%+16.9pp |
| Annual return | 15.68% | 21.75%-6.1pp | 1494.38%-1478.7pp | 318.61%-302.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,445 | $3,168-22.8% | $4,276-42.8% | $3,952-38.1% |
| Admin fee / account holder | $614 | $4,595-86.6% | $5,953-89.7% | $6,261-90.2% |