Filed October 3, 2016
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 | $89,237 | $56,894+56.8% | $84,753+5.3% | $62,881+41.9% |
| Participation rate | 82.1% | 68.5%+13.6pp | 76.6%+5.5pp | 69.3%+12.8pp |
| Annual return | 8.04% | 6.30%+1.7pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,167 | $2,400-9.7% | $3,574-39.4% | $2,281-5.0% |
| Participant deferral / active EE | $4,172 | $2,709+54.0% | $3,712+12.4% | $3,203+30.2% |
| Admin fee / account holder | $5,227 | $3,581+46.0% | $5,333-2.0% | $4,296+21.7% |