Filed July 25, 2016
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 | $55,325 | $41,377+33.7% | $109,313-49.4% | $62,881-12.0% |
| Participation rate | 87.2% | 57.5%+29.6pp | 71.3%+15.9pp | 69.3%+17.9pp |
| Annual return | 8.97% | 11.05%-2.1pp | 22.07%-13.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $6,477 | $1,276+407.6% | $3,892+66.4% | $2,281+184.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $988 | $2,884-65.7% | $5,666-82.6% | $4,296-77.0% |