Filed May 31, 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 | $27,152 | $75,183-63.9% | $123,894-78.1% | $55,167-50.8% |
| Participation rate | 70.9% | 72.8%-1.9pp | 81.4%-10.5pp | 69.0%+1.9pp |
| Annual return | 16.28% | 19.01%-2.7pp | 47.52%-31.2pp | 169.23%-153.0pp |
| Employer contribution / active EE | $2,471 | $2,823-12.5% | $4,617-46.5% | $1,963+25.9% |
| Participant deferral / active EE | $7,982 | $5,084+57.0% | $5,984+33.4% | $3,054+161.3% |
| Admin fee / account holder | $1,176 | $663+77.5% | $8,357-85.9% | $504+133.4% |