Filed September 20, 2016
Total covered: 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $718,351 | $124,213+478.3% | $118,106+508.2% | $154,746+364.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 14.79% | 18.29%-3.5pp | 19.44%-4.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $15,001 | $4,905+205.8% | $4,698+219.3% | $4,379+242.6% |
| Participant deferral / active EE | $16,396 | $6,859+139.0% | $6,619+147.7% | $6,730+143.6% |
| Admin fee / account holder | $19,906 | $9,627+106.8% | $8,973+121.8% | $14,365+38.6% |