Filed July 13, 2017 (most recent of 2 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,307 | $53,128+96.3% | $86,582+20.5% | $70,126+48.7% |
| Participation rate | 58.3% | 65.3%-7.0pp | 73.5%-15.2pp | 69.5%-11.2pp |
| Annual return | 14.34% | 27.66%-13.3pp | 965.08%-950.7pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,128 | $2,068-45.4% | $2,839-60.3% | $2,343-51.8% |
| Participant deferral / active EE | $3,187 | $2,695+18.3% | $3,609-11.7% | $3,332-4.3% |
| Admin fee / account holder | $1,549 | $3,584-56.8% | $4,904-68.4% | $4,645-66.6% |