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 | $122,008 | $157,304-22.4% | $141,197-13.6% | $152,909-20.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.80% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $5,364 | $5,263+1.9% | $4,736+13.3% | $4,764+12.6% |
| Participant deferral / active EE | $11,383 | $7,111+60.1% | $6,710+69.6% | $5,851+94.5% |
| Admin fee / account holder | $543 | $12,126-95.5% | $10,265-94.7% | $11,601-95.3% |