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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,069 | $109,359-53.3% | $162,185-68.5% | $72,976-30.0% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 15.80% | 25.46%-9.7pp | 115.61%-99.8pp | 81.02%-65.2pp |
| Employer contribution / active EE | $967 | $3,907-75.2% | $5,613-82.8% | $2,440-60.4% |
| Participant deferral / active EE | $3,981 | $5,481-27.4% | $7,297-45.4% | $3,608+10.3% |
| Admin fee / account holder | $10,556 | $7,972+32.4% | $10,844-2.7% | $5,124+106.0% |