Filed January 16, 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 | $82,456 | $81,487+1.2% | $102,412-19.5% | $80,935+1.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.25% | 25.60%-8.3pp | 24.94%-7.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $1,665 | $3,103-46.3% | $3,870-57.0% | $2,757-39.6% |
| Participant deferral / active EE | $5,660 | $3,871+46.2% | $5,060+11.9% | $4,299+31.6% |
| Admin fee / account holder | $1,708 | $6,717-74.6% | $8,388-79.6% | $6,924-75.3% |