Filed October 25, 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.
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 | $190,033 | $160,040+18.7% | $147,096+29.2% | $145,877+30.3% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 13.51% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $889 | $5,289-83.2% | $4,936-82.0% | $4,663-80.9% |
| Participant deferral / active EE | $10,457 | $8,429+24.1% | $8,071+29.6% | $6,691+56.3% |
| Admin fee / account holder | $4,872 | $15,050-67.6% | $13,005-62.5% | $13,402-63.6% |