Filed October 31, 2017
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.
Employer 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 | $6,236 | $28,624-78.2% | $53,647-88.4% | $82,637-92.5% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 30.50% | 664.98%-634.5pp | 358.33%-327.8pp | 53.51%-23.0pp |
| Employer contribution / active EE | $100 | $637-84.4% | $962-89.7% | $2,552-96.1% |
| Participant deferral / active EE | $749 | $1,196-37.4% | $1,813-58.7% | $4,126-81.9% |
| Admin fee / account holder | $340 | $2,022-83.2% | $2,460-86.2% | $7,339-95.4% |