Filed November 25, 2014
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,465,266 | $140,592+942.2% | $123,105+1090.3% | $125,389+1068.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 3.22% | 16.80%-13.6pp | 13.22%-10.0pp | 282.24%-279.0pp |
| Employer contribution / active EE | $1,000 | $6,041-83.4% | $5,151-80.6% | $4,866-79.4% |
| Participant deferral / active EE | $24,000 | $6,980+243.8% | $6,229+285.3% | $5,352+348.5% |
| Admin fee / account holder | $3,118 | $11,198-72.2% | $9,014-65.4% | $9,541-67.3% |