Filed March 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,819 | $81,331+221.9% | $155,534+68.3% | $80,935+223.5% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 10.02% | 33.37%-23.4pp | 64.92%-54.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $8,776 | $3,105+182.7% | $4,675+87.7% | $2,757+218.4% |
| Participant deferral / active EE | $6,273 | $3,454+81.6% | $5,630+11.4% | $4,299+45.9% |
| Admin fee / account holder | $1,088 | $7,999-86.4% | $15,900-93.2% | $6,924-84.3% |