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 | $255,169 | $103,966+145.4% | $112,899+126.0% | $75,173+239.4% |
| Participation rate | 93.2% | 75.7%+17.5pp | 80.5%+12.7pp | 67.2%+26.0pp |
| Annual return | 17.99% | 24.54%-6.5pp | 34.11%-16.1pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,133 | $3,870-44.9% | $4,566-53.3% | $2,671-20.1% |
| Participant deferral / active EE | $19,544 | $5,456+258.2% | $6,516+199.9% | $4,126+373.7% |
| Admin fee / account holder | $14,018 | $7,663+82.9% | $7,047+98.9% | $5,651+148.1% |