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 | $191,154 | $49,239+288.2% | $70,462+171.3% | $79,858+139.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.59% | 30.08%-18.5pp | 109.08%-97.5pp | 31.72%-20.1pp |
| Employer contribution / active EE | $8,551 | $2,100+307.2% | $2,737+212.4% | $2,471+246.1% |
| Participant deferral / active EE | $12,943 | $2,769+367.4% | $3,710+248.9% | $3,740+246.0% |
| Admin fee / account holder | $802 | $2,876-72.1% | $3,845-79.1% | $5,306-84.9% |