Filed June 27, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,632 | $104,937-71.8% | $84,628-65.0% | $152,897-80.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 10.64% | 373.88%-363.2pp | 258.80%-248.2pp | 345.43%-334.8pp |
| Employer contribution / active EE | $7,372 | $3,303+123.2% | $2,653+177.9% | $4,764+54.8% |
| Participant deferral / active EE | $1,401 | $4,690-70.1% | $3,900-64.1% | $5,851-76.1% |
| Admin fee / account holder | $733 | $6,243-88.3% | $4,914-85.1% | $11,599-93.7% |