Filed May 26, 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 | $71,355 | $86,050-17.1% | $189,758-62.4% | $94,015-24.1% |
| Participation rate | 92.6% | 68.9%+23.7pp | 79.8%+12.8pp | 70.8%+21.7pp |
| Annual return | 12.17% | 17.77%-5.6pp | 52.62%-40.4pp | 17.84%-5.7pp |
| Employer contribution / active EE | $1,956 | $2,819-30.6% | $4,767-59.0% | $2,790-29.9% |
| Participant deferral / active EE | $2,909 | $3,349-13.1% | $5,856-50.3% | $4,249-31.5% |
| Admin fee / account holder | $11,513 | $6,627+73.7% | $20,388-43.5% | $8,951+28.6% |