Filed October 2, 2018
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 | $322,133 | $79,633+304.5% | $93,786+243.5% | $68,490+370.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -17.92% | -0.10%-17.8pp | -11.32%-6.6pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,871 | $3,665-21.7% | $4,328-33.6% | $2,597+10.6% |
| Participant deferral / active EE | $10,960 | $5,158+112.5% | $6,100+79.7% | $4,028+172.1% |
| Admin fee / account holder | $29,354 | $6,871+327.2% | $7,184+308.6% | $5,403+443.3% |