Filed September 24, 2019
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 | $13,695 | $43,333-68.4% | $59,883-77.1% | $64,181-78.7% |
| Participation rate | 97.5% | 69.2%+28.3pp | 74.7%+22.8pp | 69.6%+27.9pp |
| Annual return | 26.31% | -1.55%+27.9pp | 3.46%+22.9pp | 7.63%+18.7pp |
| Employer contribution / active EE | $2,603 | $2,029+28.3% | $2,722-4.4% | $2,381+9.4% |
| Participant deferral / active EE | $2,954 | $2,547+16.0% | $3,402-13.1% | $3,470-14.8% |
| Admin fee / account holder | $1,575 | $3,006-47.6% | $3,591-56.1% | $4,887-67.8% |