Filed December 22, 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 | $79,333 | $100,194-20.8% | $122,979-35.5% | $86,983-8.8% |
| Participation rate | 80.6% | 73.0%+7.7pp | 77.2%+3.5pp | 69.5%+11.1pp |
| Annual return | 12.96% | 16.47%-3.5pp | 20.12%-7.2pp | 25.83%-12.9pp |
| Employer contribution / active EE | $2,186 | $2,326-6.0% | $3,062-28.6% | $2,584-15.4% |
| Participant deferral / active EE | $4,157 | $4,133+0.6% | $5,003-16.9% | $4,194-0.9% |
| Admin fee / account holder | $2,813 | $10,148-72.3% | $12,864-78.1% | $7,856-64.2% |