Filed February 24, 2016
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 | $152,194 | $185,883-18.1% | $170,043-10.5% | $139,466+9.1% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 15.01% | 60.54%-45.5pp | 53.40%-38.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $7,603 | $7,596+0.1% | $6,790+12.0% | $4,754+59.9% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,865 | $15,393-42.4% | $12,824-30.9% | $11,409-22.3% |