Filed December 27, 2019
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 | $160,117 | $72,027+122.3% | $185,835-13.8% | $79,852+100.5% |
| Participation rate | 96.8% | 65.8%+31.1pp | 78.0%+18.8pp | 69.6%+27.2pp |
| Annual return | 17.40% | 23.13%-5.7pp | 35.96%-18.6pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,170 | $3,780+89.7% | $5,633+27.3% | $3,740+91.7% |
| Admin fee / account holder | $1,795 | $4,513-60.2% | $9,502-81.1% | $5,306-66.2% |