Filed January 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,538 | $202,342+34.2% | $172,752+57.2% | $152,897+77.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.59% | 1029.83%-1004.2pp | 802.97%-777.4pp | 345.43%-319.8pp |
| Employer contribution / active EE | $8,339 | $5,858+42.4% | $5,144+62.1% | $4,764+75.1% |
| Participant deferral / active EE | $7,819 | $5,948+31.5% | $5,198+50.4% | $5,851+33.6% |
| Admin fee / account holder | $6,232 | $17,111-63.6% | $13,955-55.3% | $11,599-46.3% |