Filed November 29, 2018 (most recent of 3 filings on file)
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 | $122,802 | $48,078+155.4% | $78,676+56.1% | $62,881+95.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.67% | 31.36%-20.7pp | 62.19%-51.5pp | 20.14%-9.5pp |
| Employer contribution / active EE | $4,691 | $2,015+132.9% | $2,850+64.6% | $2,281+105.7% |
| Participant deferral / active EE | $9,161 | $2,587+254.1% | $3,517+160.5% | $3,203+186.0% |
| Admin fee / account holder | $6,967 | $3,206+117.3% | $4,510+54.5% | $4,296+62.2% |