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 | $108,825+34.1% | $156,181-6.6% | $82,448+77.0% |
| Participation rate | 96.8% | 72.4%+24.4pp | 78.8%+17.9pp | 68.1%+28.7pp |
| Annual return | 16.41% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,363 | $2,870-17.7% | $4,294-45.0% | $2,551-7.4% |
| Participant deferral / active EE | $1,508 | $4,577-67.1% | $6,132-75.4% | $4,139-63.6% |
| Admin fee / account holder | $4,415 | $9,341-52.7% | $14,586-69.7% | $7,234-39.0% |