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 | $98,652+36.0% | $142,942-6.1% | $82,448+62.8% |
| Participation rate | 88.3% | 72.8%+15.6pp | 76.8%+11.5pp | 68.1%+20.3pp |
| Annual return | 17.29% | 22.65%-5.4pp | 113.70%-96.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,083 | $3,211+58.3% | $4,139+22.8% | $2,551+99.2% |
| Participant deferral / active EE | $10,426 | $5,580+86.8% | $7,128+46.3% | $4,139+151.9% |
| Admin fee / account holder | $16,042 | $8,078+98.6% | $12,475+28.6% | $7,234+121.8% |