Filed September 16, 2019
Total covered: 12 employees
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 | $193,267 | $123,793+56.1% | $177,840+8.7% | $79,852+142.0% |
| Participation rate | 97.3% | 84.7%+12.6pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 19.32% | 22.82%-3.5pp | 48.32%-29.0pp | 31.72%-12.4pp |
| Employer contribution / active EE | $7,629 | $4,095+86.3% | $5,919+28.9% | $2,471+208.7% |
| Participant deferral / active EE | $12,759 | $5,956+114.2% | $7,714+65.4% | $3,740+241.1% |
| Admin fee / account holder | $2,799 | $7,243-61.4% | $12,431-77.5% | $5,306-47.2% |