Filed December 18, 2018 (most recent of 3 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,044 | $52,450-4.6% | $129,339-61.3% | $74,400-32.7% |
| Participation rate | 50.4% | 53.8%-3.5pp | 69.6%-19.3pp | 67.2%-16.9pp |
| Annual return | 11.85% | 15.65%-3.8pp | 9437.05%-9425.2pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $1,445 | $1,532-5.7% | $4,154-65.2% | $2,624-44.9% |
| Participant deferral / active EE | $3,598 | $2,797+28.6% | $4,170-13.7% | $4,348-17.2% |
| Admin fee / account holder | $13,786 | $2,636+423.0% | $7,668+79.8% | $1,944+609.3% |