Filed May 13, 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 | $187,214 | $131,835+42.0% | $108,582+72.4% | $273,972-31.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.72% | -91.57%+96.3pp | -51.70%+56.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $7,979 | $4,913+62.4% | $3,758+112.3% | $4,869+63.9% |
| Participant deferral / active EE | $5,296 | $5,127+3.3% | $4,311+22.9% | $5,287+0.2% |
| Admin fee / account holder | $2,281 | $10,253-77.8% | $7,645-70.2% | $10,133-77.5% |