Filed January 25, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,251 | $60,119-41.4% | $90,430-61.0% | $79,858-55.9% |
| Participation rate | 94.6% | 65.0%+29.6pp | 72.7%+21.9pp | 69.6%+24.9pp |
| Annual return | 19.52% | 71.94%-52.4pp | 1293.73%-1274.2pp | 31.72%-12.2pp |
| Employer contribution / active EE | $4,941 | $2,068+138.9% | $3,262+51.5% | $2,471+100.0% |
| Participant deferral / active EE | $1,559 | $2,938-46.9% | $3,963-60.7% | $3,740-58.3% |
| Admin fee / account holder | $3,350 | $3,976-15.7% | $5,613-40.3% | $5,306-36.9% |