Filed January 9, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $115,101 | $101,795+13.1% | $165,100-30.3% | $80,959+42.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.16% | 16.73%-3.6pp | 70.21%-57.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,810 | $2,954+29.0% | $4,348-12.4% | $2,757+38.2% |
| Participant deferral / active EE | $5,520 | $4,476+23.3% | $6,035-8.5% | $4,300+28.4% |
| Admin fee / account holder | $5,830 | $8,221-29.1% | $12,696-54.1% | $6,925-15.8% |