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 | $16,555 | $54,370-69.6% | $82,763-80.0% | $68,490-75.8% |
| Participation rate | 86.4% | 63.9%+22.5pp | 72.6%+13.9pp | 67.9%+18.5pp |
| Annual return | -18.02% | -13.67%-4.3pp | 702.45%-720.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,151 | $3,247-33.7% | $4,395-51.1% | $4,028-46.6% |
| Admin fee / account holder | $1,532 | $4,398-65.2% | $5,325-71.2% | $5,403-71.6% |