Filed December 18, 2019
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,119 | $87,834-66.8% | $133,975-78.3% | $62,881-53.7% |
| Participation rate | 82.9% | 83.4%-0.5pp | 87.1%-4.2pp | 69.3%+13.6pp |
| Annual return | 16.86% | 12.05%+4.8pp | 29.29%-12.4pp | 20.14%-3.3pp |
| Employer contribution / active EE | $7,309 | $3,482+109.9% | $5,211+40.3% | $2,281+220.5% |
| Participant deferral / active EE | $9,286 | $4,812+93.0% | $6,282+47.8% | $3,203+189.9% |
| Admin fee / account holder | $2,051 | $5,372-61.8% | $9,324-78.0% | $4,296-52.3% |