Filed February 2, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,284 | $88,815-27.6% | $81,882-21.5% | $145,897-55.9% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 16.65% | 1033.75%-1017.1pp | 779.47%-762.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $2,993 | $3,086-3.0% | $2,916+2.7% | $4,663-35.8% |
| Participant deferral / active EE | $6,255 | $4,647+34.6% | $4,323+44.7% | $6,689-6.5% |
| Admin fee / account holder | $18,381 | $8,434+117.9% | $7,360+149.8% | $13,390+37.3% |