Filed July 28, 2017
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 | $225,844 | $57,073+295.7% | $85,126+165.3% | $80,925+179.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 23.11% | 21.69%+1.4pp | 66.63%-43.5pp | 35.65%-12.5pp |
| Employer contribution / active EE | $15,588 | $1,801+765.7% | $2,731+470.7% | $2,756+465.5% |
| Participant deferral / active EE | $17,050 | $3,113+447.7% | $4,523+276.9% | $4,299+296.6% |
| Admin fee / account holder | $594 | $4,988-88.1% | $6,160-90.4% | $6,940-91.4% |