Filed November 13, 2017
Total covered: 10 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,964 | $60,454-0.8% | $81,844-26.7% | $74,459-19.5% |
| Participation rate | 58.4% | 63.0%-4.5pp | 72.4%-13.9pp | 67.2%-8.8pp |
| Annual return | 12.19% | 16.87%-4.7pp | 778.87%-766.7pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $2,596 | $2,630-1.3% | $2,916-11.0% | $2,626-1.1% |
| Participant deferral / active EE | $3,814 | $3,398+12.2% | $4,323-11.8% | $4,350-12.3% |
| Admin fee / account holder | $4,562 | $1,490+206.1% | $7,355-38.0% | $1,945+134.6% |