Filed December 31, 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 | $171,612 | $45,041+281.0% | $63,003+172.4% | $70,131+144.7% |
| Participation rate | 76.0% | 69.5%+6.5pp | 74.8%+1.2pp | 69.5%+6.5pp |
| Annual return | 12.91% | 18.76%-5.8pp | 87.59%-74.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $6,941 | $2,052+238.2% | $2,760+151.5% | $2,342+196.3% |
| Participant deferral / active EE | $6,642 | $2,465+169.4% | $3,329+99.5% | $3,332+99.4% |
| Admin fee / account holder | $2,557 | $2,836-9.8% | $3,600-29.0% | $4,645-45.0% |