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 | $97,550+110.7% | $120,344+70.8% | $87,485+134.9% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.7%-2.6pp | 68.9%+5.2pp |
| Annual return | 14.10% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-12.0pp |
| Employer contribution / active EE | $2,964 | $2,291+29.4% | $3,020-1.9% | $2,596+14.2% |
| Participant deferral / active EE | $7,148 | $4,230+69.0% | $5,135+39.2% | $4,274+67.3% |
| Admin fee / account holder | $19,810 | $9,543+107.6% | $12,742+55.5% | $7,775+154.8% |