Filed January 8, 2015
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 | $62,193 | $41,016+51.6% | $152,093-59.1% | $64,097-3.0% |
| Participation rate | 77.5% | 51.3%+26.1pp | 77.8%-0.3pp | 55.2%+22.3pp |
| Annual return | 19.47% | 39.60%-20.1pp | 66.36%-46.9pp | 34.64%-15.2pp |
| Employer contribution / active EE | $1,574 | $1,342+17.2% | $4,175-62.3% | $1,891-16.8% |
| Participant deferral / active EE | $4,562 | $1,927+136.7% | $5,451-16.3% | $3,080+48.1% |
| Admin fee / account holder | $1,618 | $2,305-29.8% | $14,497-88.8% | $3,454-53.2% |