Filed July 12, 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 | $246,502 | $85,171+189.4% | $172,752+42.7% | $72,975+237.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.78% | 27.32%-9.5pp | 802.97%-785.2pp | 81.01%-63.2pp |
| Employer contribution / active EE | $4,913 | $3,324+47.8% | $5,144-4.5% | $2,440+101.4% |
| Participant deferral / active EE | $3,755 | $3,260+15.2% | $5,198-27.8% | $3,608+4.1% |
| Admin fee / account holder | $1,192 | $5,880-79.7% | $13,955-91.5% | $5,124-76.7% |