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 6-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 | $78,627 | $97,078-19.0% | $103,065-23.7% | $145,897-46.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 26.20% | 25.49%+0.7pp | 23.95%+2.2pp | 552.29%-526.1pp |
| Employer contribution / active EE | $12,421 | $4,680+165.4% | $4,675+165.7% | $4,663+166.4% |
| Participant deferral / active EE | $9,668 | $6,601+46.5% | $6,625+45.9% | $6,689+44.5% |
| Admin fee / account holder | $36,978 | $12,505+195.7% | $9,349+295.5% | $13,390+176.2% |