Filed December 21, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $132,367 | $89,367+48.1% | $141,191-6.2% | $72,975+81.4% |
| Participation rate | 73.2% | 75.1%-2.0pp | 82.5%-9.3pp | 69.5%+3.7pp |
| Annual return | 22.94% | 111.87%-88.9pp | 71.41%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,640 | $3,115-47.4% | $4,736-65.4% | $2,440-32.8% |
| Participant deferral / active EE | $6,683 | $5,419+23.3% | $6,710-0.4% | $3,608+85.3% |
| Admin fee / account holder | $22,656 | $5,957+280.3% | $10,264+120.7% | $5,124+342.1% |