Filed June 7, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $119,511 | $92,798+28.8% | $96,707+23.6% | $137,256-12.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 16.84% | 31.24%-14.4pp | 34.78%-17.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $23,501 | $4,147+466.6% | $4,191+460.7% | $4,156+465.5% |
| Participant deferral / active EE | $23,223 | $5,877+295.2% | $5,997+287.3% | $6,407+262.5% |
| Admin fee / account holder | $27,132 | $7,946+241.5% | $7,503+261.6% | $12,270+121.1% |