Filed August 14, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,915 | $72,426+457.7% | $67,560+497.9% | $145,897+176.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.68% | 7226.78%-7216.1pp | 3533.50%-3522.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $20,471 | $3,074+565.9% | $2,737+648.0% | $4,663+339.1% |
| Participant deferral / active EE | $15,690 | $4,785+227.9% | $4,004+291.8% | $6,689+134.6% |
| Admin fee / account holder | $15,744 | $5,514+185.5% | $3,994+294.2% | $13,390+17.6% |