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 | $148,420 | $67,602+119.6% | $82,312+80.3% | $70,126+111.6% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.4pp |
| Annual return | 14.41% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $2,606 | $1,755+48.5% | $2,428+7.3% | $2,343+11.2% |
| Participant deferral / active EE | $5,516 | $2,987+84.7% | $3,706+48.8% | $3,332+65.6% |
| Admin fee / account holder | $16,702 | $4,512+270.2% | $5,608+197.8% | $4,645+259.5% |