Filed January 8, 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 | $148,806 | $88,672+67.8% | $105,223+41.4% | $82,448+80.5% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.2pp | 68.1%+30.1pp |
| Annual return | 13.63% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $7,332 | $3,048+140.5% | $3,689+98.8% | $2,551+187.4% |
| Participant deferral / active EE | $6,317 | $4,036+56.5% | $5,072+24.6% | $4,139+52.6% |
| Admin fee / account holder | $1,221 | $7,146-82.9% | $8,859-86.2% | $7,234-83.1% |