Filed October 19, 2015
Total covered: 4 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 | $27,873 | $134,001-79.2% | $112,258-75.2% | $134,509-79.3% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -16.97% | 47.15%-64.1pp | 27.47%-44.4pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,841 | $4,039-54.4% | $3,636-49.4% | $4,741-61.2% |
| Participant deferral / active EE | $5,591 | $5,291+5.7% | $4,728+18.2% | $6,400-12.7% |
| Admin fee / account holder | $1,535 | $7,491-79.5% | $6,411-76.1% | $11,427-86.6% |