Filed February 11, 2020
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 | $52,039 | $77,817-33.1% | $123,553-57.9% | $64,173-18.9% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.3%+13.4pp | 69.6%+26.2pp |
| Annual return | -1.80% | 12.49%-14.3pp | 119.21%-121.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,053 | $3,014+1.3% | $4,628-34.0% | $2,381+28.2% |
| Participant deferral / active EE | $7,289 | $5,240+39.1% | $6,426+13.4% | $3,470+110.1% |
| Admin fee / account holder | $6,117 | $5,519+10.8% | $9,284-34.1% | $4,887+25.2% |