Filed January 3, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,381 | $81,446+256.5% | $103,374+180.9% | $80,874+259.1% |
| Participation rate | 97.6% | 66.9%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 18.44% | 25.57%-7.1pp | 24.89%-6.5pp | 35.62%-17.2pp |
| Employer contribution / active EE | $22,939 | $3,107+638.3% | $3,869+492.8% | $2,756+732.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,564 | $6,715-46.9% | $8,394-57.5% | $6,935-48.6% |