Filed April 29, 2015
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 | $41,627 | $77,492-46.3% | $100,398-58.5% | $80,911-48.6% |
| Participation rate | 95.7% | 76.9%+18.7pp | 81.5%+14.1pp | 67.6%+28.0pp |
| Annual return | 18.12% | 37.23%-19.1pp | 49.32%-31.2pp | 35.63%-17.5pp |
| Employer contribution / active EE | $4,073 | $2,800+45.4% | $3,946+3.2% | $2,756+47.8% |
| Participant deferral / active EE | $4,172 | $6,817-38.8% | $8,084-48.4% | $4,297-2.9% |
| Admin fee / account holder | $5,675 | $5,892-3.7% | $7,893-28.1% | $6,935-18.2% |