Filed March 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,427 | $100,060-44.6% | $149,721-63.0% | $70,126-21.0% |
| Participation rate | 83.1% | 83.6%-0.5pp | 87.1%-4.0pp | 69.5%+13.5pp |
| Annual return | 24.75% | 27.46%-2.7pp | 1501.67%-1476.9pp | 73.15%-48.4pp |
| Employer contribution / active EE | $1,049 | $3,661-71.3% | $5,444-80.7% | $2,343-55.2% |
| Participant deferral / active EE | $3,517 | $4,982-29.4% | $6,568-46.5% | $3,332+5.5% |
| Admin fee / account holder | $3,585 | $8,285-56.7% | $11,282-68.2% | $4,645-22.8% |