Filed January 7, 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 | $83,994 | $95,975-12.5% | $74,552+12.7% | $135,382-38.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.70% | 56.96%-64.7pp | 32.53%-40.2pp | 519.77%-527.5pp |
| Employer contribution / active EE | $8,287 | $2,716+205.1% | $1,961+322.6% | $4,779+73.4% |
| Participant deferral / active EE | $6,592 | $3,844+71.5% | $3,108+112.1% | $5,609+17.5% |
| Admin fee / account holder | $1,498 | $6,522-77.0% | $5,060-70.4% | $10,829-86.2% |