Filed May 6, 2019
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,326 | $45,087+18.3% | $69,483-23.3% | $72,976-26.9% |
| Participation rate | 98.5% | 68.5%+30.1pp | 74.6%+23.9pp | 69.5%+29.0pp |
| Annual return | 18.88% | 22.67%-3.8pp | 28.99%-10.1pp | 81.02%-62.1pp |
| Employer contribution / active EE | $3,353 | $2,055+63.1% | $2,780+20.6% | $2,440+37.4% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,485 | $3,057-51.4% | $3,841-61.3% | $5,124-71.0% |