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 4-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 | $63,825 | $88,370-27.8% | $112,977-43.5% | $79,856-20.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 22.17% | 23.16%-1.0pp | 24.24%-2.1pp | 31.71%-9.5pp |
| Employer contribution / active EE | $7,406 | $3,398+118.0% | $4,255+74.1% | $2,471+199.7% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,109 | $5,750+75.8% | $6,294+60.6% | $5,306+90.5% |