Filed October 17, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,008,099 | $88,996+1032.7% | $78,004+1192.4% | $138,895+625.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 17.00% | 28.03%-11.0pp | 31.07%-14.1pp | 145.39%-128.4pp |
| Employer contribution / active EE | $11,855 | $2,917+306.4% | $2,469+380.2% | $4,194+182.6% |
| Participant deferral / active EE | $19,245 | $4,724+307.4% | $4,092+370.3% | $6,396+200.9% |
| Admin fee / account holder | $29,387 | $8,807+233.7% | $7,578+287.8% | $12,562+133.9% |