Filed July 7, 2016
Total covered: 2 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 | $54,455 | $55,457-1.8% | $77,361-29.6% | $94,015-42.1% |
| Participation rate | 73.6% | 69.8%+3.7pp | 75.0%-1.4pp | 70.8%+2.7pp |
| Annual return | 12.15% | 15.57%-3.4pp | 1011.54%-999.4pp | 17.84%-5.7pp |
| Employer contribution / active EE | $2,464 | $2,255+9.3% | $2,990-17.6% | $2,790-11.7% |
| Participant deferral / active EE | $4,418 | $3,069+43.9% | $3,911+13.0% | $4,249+4.0% |
| Admin fee / account holder | $8,496 | $4,334+96.0% | $5,894+44.2% | $8,951-5.1% |