Filed July 6, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $115,575 | $102,422+12.8% | $147,117-21.4% | $80,959+42.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 54.90% | 135.16%-80.3pp | 420.54%-365.6pp | 35.67%+19.2pp |
| Employer contribution / active EE | $12,283 | $3,717+230.4% | $4,932+149.0% | $2,757+345.5% |
| Participant deferral / active EE | $11,410 | $6,652+71.5% | $8,065+41.5% | $4,300+165.3% |
| Admin fee / account holder | $7,934 | $7,953-0.2% | $12,993-38.9% | $6,925+14.6% |