Filed January 22, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,028 | $82,678-23.8% | $125,391-49.7% | $68,490-8.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.84% | -5.97%-10.9pp | 572.41%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $14,753 | $3,382+336.2% | $4,816+206.4% | $2,597+468.2% |
| Participant deferral / active EE | $6,229 | $6,111+1.9% | $7,448-16.4% | $4,028+54.7% |
| Admin fee / account holder | $5,148 | $6,277-18.0% | $10,009-48.6% | $5,403-4.7% |