Filed April 19, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,197 | $107,079+25.3% | $151,266-11.3% | $87,485+53.4% |
| Participation rate | 88.3% | 71.1%+17.2pp | 77.0%+11.4pp | 68.9%+19.4pp |
| Annual return | 17.29% | 22.17%-4.9pp | 180.60%-163.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $5,083 | $3,174+60.1% | $4,237+20.0% | $2,596+95.8% |
| Participant deferral / active EE | $10,426 | $5,789+80.1% | $7,337+42.1% | $4,274+144.0% |
| Admin fee / account holder | $16,042 | $8,059+99.1% | $13,159+21.9% | $7,775+106.3% |