Filed June 24, 2016
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 | $205,538 | $104,098+97.4% | $140,514+46.3% | $94,015+118.6% |
| Participation rate | 74.1% | 73.7%+0.4pp | 77.8%-3.7pp | 70.8%+3.3pp |
| Annual return | 14.10% | 15.14%-1.0pp | 14.36%-0.3pp | 17.84%-3.7pp |
| Employer contribution / active EE | $2,964 | $2,388+24.1% | $3,378-12.3% | $2,790+6.2% |
| Participant deferral / active EE | $7,148 | $4,033+77.2% | $4,919+45.3% | $4,249+68.2% |
| Admin fee / account holder | $19,810 | $10,439+89.8% | $13,697+44.6% | $8,951+121.3% |