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 | $78,197+59.5% | $98,090+27.2% | $82,637+50.9% |
| Participation rate | 97.6% | 77.5%+20.2pp | 81.5%+16.1pp | 68.1%+29.6pp |
| Annual return | 18.43% | 40.25%-21.8pp | 37.05%-18.6pp | 53.51%-35.1pp |
| Employer contribution / active EE | $4,699 | $2,605+80.4% | $3,606+30.3% | $2,552+84.1% |
| Participant deferral / active EE | $10,238 | $6,636+54.3% | $7,845+30.5% | $4,126+148.1% |
| Admin fee / account holder | $4,253 | $14,832-71.3% | $11,815-64.0% | $7,339-42.0% |