Filed May 24, 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.
Participant 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 | $145,935 | $123,478+18.2% | $216,567-32.6% | $94,015+55.2% |
| Participation rate | 96.8% | 75.1%+21.7pp | 81.6%+15.1pp | 70.8%+26.0pp |
| Annual return | 16.41% | 23.61%-7.2pp | 12.94%+3.5pp | 17.84%-1.4pp |
| Employer contribution / active EE | $2,363 | $3,136-24.6% | $5,216-54.7% | $2,790-15.3% |
| Participant deferral / active EE | $1,508 | $4,556-66.9% | $6,191-75.6% | $4,249-64.5% |
| Admin fee / account holder | $4,415 | $12,753-65.4% | $21,981-79.9% | $8,951-50.7% |