Filed June 16, 2016 (most recent of 2 filings on file)
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 | $184,434 | $77,638+137.6% | $156,551+17.8% | $62,881+193.3% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | 9.14% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $8,083 | $3,444+134.7% | $5,501+46.9% | $2,281+254.4% |
| Participant deferral / active EE | $4,041 | $3,046+32.7% | $4,871-17.0% | $3,203+26.2% |
| Admin fee / account holder | $11,500 | $5,561+106.8% | $13,028-11.7% | $4,296+167.7% |