Filed February 5, 2019 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,890 | $45,152+88.0% | $73,836+15.0% | $59,633+42.4% |
| Participation rate | 63.2% | 64.0%-0.9pp | 73.4%-10.3pp | 68.7%-5.5pp |
| Annual return | -0.50% | 27.40%-27.9pp | 2268.06%-2268.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,168 | $1,901-38.6% | $2,787-58.1% | $2,203-47.0% |
| Participant deferral / active EE | $3,427 | $2,573+33.2% | $3,583-4.4% | $3,192+7.4% |
| Admin fee / account holder | $5,683 | $3,515+61.7% | $4,882+16.4% | $4,297+32.3% |