Filed January 27, 2017
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,858 | $162,812+59.6% | $133,971+94.0% | $158,966+63.5% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 8.31% | 41.94%-33.6pp | 45.09%-36.8pp | 302.95%-294.6pp |
| Employer contribution / active EE | $3,985 | $4,976-19.9% | $3,919+1.7% | $4,762-16.3% |
| Participant deferral / active EE | $9,818 | $5,910+66.1% | $5,047+94.5% | $5,983+64.1% |
| Admin fee / account holder | $38,528 | $11,741+228.1% | $8,929+331.5% | $11,250+242.5% |