Filed July 23, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $124,732 | $78,520+58.9% | $96,576+29.2% | $82,448+51.3% |
| Participation rate | 97.6% | 77.7%+19.9pp | 81.4%+16.2pp | 68.1%+29.6pp |
| Annual return | 18.43% | 41.30%-22.9pp | 38.47%-20.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $4,699 | $2,630+78.7% | $3,553+32.2% | $2,551+84.2% |
| Participant deferral / active EE | $10,238 | $6,754+51.6% | $7,956+28.7% | $4,139+147.3% |
| Admin fee / account holder | $4,253 | $13,455-68.4% | $11,381-62.6% | $7,234-41.2% |