Filed April 26, 2019
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,305 | $102,429+187.3% | $147,096+100.1% | $80,925+263.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.32% | 135.02%-121.7pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $17,656 | $3,716+375.2% | $4,936+257.7% | $2,756+540.6% |
| Participant deferral / active EE | $13,945 | $6,649+109.8% | $8,071+72.8% | $4,299+224.4% |
| Admin fee / account holder | $35,888 | $7,957+351.0% | $13,005+176.0% | $6,940+417.1% |