Filed May 8, 2019
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.
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 | $327,840 | $90,674+261.6% | $96,707+239.0% | $82,448+297.6% |
| Participation rate | 95.5% | 75.9%+19.6pp | 80.4%+15.1pp | 68.1%+27.4pp |
| Annual return | 17.64% | 49.05%-31.4pp | 34.78%-17.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,171 | $3,975-45.4% | $4,191-48.2% | $2,551-14.9% |
| Participant deferral / active EE | $21,095 | $5,696+270.4% | $5,997+251.8% | $4,139+409.6% |
| Admin fee / account holder | $18,693 | $7,568+147.0% | $7,503+149.1% | $7,234+158.4% |