Filed November 28, 2016
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 | $77,816 | $55,932+39.1% | $76,735+1.4% | $67,986+14.5% |
| Participation rate | 82.9% | 50.8%+32.1pp | 69.5%+13.4pp | 57.2%+25.7pp |
| Annual return | 94.93% | 23.10%+71.8pp | 29.77%+65.2pp | 31.67%+63.3pp |
| Employer contribution / active EE | $4,724 | $1,487+217.8% | $2,454+92.5% | $2,019+134.0% |
| Participant deferral / active EE | $8,942 | $2,558+249.5% | $4,088+118.7% | $3,358+166.3% |
| Admin fee / account holder | $5,096 | $4,907+3.9% | $7,189-29.1% | $3,203+59.1% |