Filed January 14, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,837 | $49,255+114.9% | $70,494+50.1% | $79,856+32.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.80% | 30.10%-18.3pp | 109.16%-97.4pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,231 | $2,100+101.4% | $2,738+54.5% | $2,471+71.2% |
| Participant deferral / active EE | $5,180 | $2,768+87.1% | $3,711+39.6% | $3,741+38.5% |
| Admin fee / account holder | $5,382 | $2,879+86.9% | $3,848+39.9% | $5,306+1.4% |