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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,781 | $77,817+19.2% | $123,553-24.9% | $64,173+44.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 9.66% | 12.49%-2.8pp | 119.21%-109.6pp | 7.63%+2.0pp |
| Employer contribution / active EE | $8,193 | $3,014+171.8% | $4,628+77.0% | $2,381+244.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,459 | $5,519-1.1% | $9,284-41.2% | $4,887+11.7% |