Filed February 2, 2018
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,274 | $91,559-39.6% | $133,959-58.7% | $79,858-30.8% |
| Participation rate | 77.9% | 73.3%+4.6pp | 79.8%-1.9pp | 69.6%+8.3pp |
| Annual return | 20.12% | 61.85%-41.7pp | 45.09%-25.0pp | 31.72%-11.6pp |
| Employer contribution / active EE | $2,265 | $2,384-5.0% | $3,919-42.2% | $2,471-8.3% |
| Participant deferral / active EE | $4,956 | $3,734+32.7% | $5,047-1.8% | $3,740+32.5% |
| Admin fee / account holder | $4,006 | $6,321-36.6% | $8,928-55.1% | $5,306-24.5% |