Filed February 5, 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.
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 | $75,586 | $150,447-49.8% | $136,298-44.5% | $147,586-48.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.87% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,250 | $5,256-57.2% | $4,696-52.1% | $4,876-53.9% |
| Participant deferral / active EE | $8,625 | $6,631+30.1% | $6,247+38.1% | $5,439+58.6% |
| Admin fee / account holder | $3,040 | $10,906-72.1% | $9,244-67.1% | $10,886-72.1% |