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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,754,201 | $183,978+853.5% | $162,171+981.7% | $152,885+1047.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.54% | 150.78%-150.2pp | 115.60%-115.1pp | 345.39%-344.8pp |
| Employer contribution / active EE | $1,000 | $6,370-84.3% | $5,613-82.2% | $4,763-79.0% |
| Participant deferral / active EE | $10,276 | $8,033+27.9% | $7,297+40.8% | $5,851+75.6% |
| Admin fee / account holder | $1,054 | $13,122-92.0% | $10,843-90.3% | $11,598-90.9% |