Filed October 24, 2016
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 | $27,946 | $64,311-56.5% | $57,356-51.3% | $125,389-77.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.24% | 25.14%-22.9pp | 24.41%-22.2pp | 282.24%-280.0pp |
| Employer contribution / active EE | $2,310 | $3,193-27.7% | $2,689-14.1% | $4,866-52.5% |
| Participant deferral / active EE | $4,396 | $3,846+14.3% | $3,162+39.0% | $5,352-17.9% |
| Admin fee / account holder | $895 | $5,243-82.9% | $3,357-73.3% | $9,541-90.6% |