Filed August 24, 2017 (most recent of 3 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.
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 | $56,137 | $69,590-19.3% | $136,867-59.0% | $94,015-40.3% |
| Participation rate | 80.5% | 66.3%+14.2pp | 74.5%+5.9pp | 70.8%+9.7pp |
| Annual return | 26.07% | 19.62%+6.4pp | 42.97%-16.9pp | 17.84%+8.2pp |
| Employer contribution / active EE | $2,336 | $2,396-2.5% | $3,547-34.2% | $2,790-16.3% |
| Participant deferral / active EE | $4,429 | $3,437+28.9% | $4,924-10.0% | $4,249+4.2% |
| Admin fee / account holder | $5,178 | $8,912-41.9% | $10,340-49.9% | $8,951-42.1% |