Filed December 21, 2015
Total covered: 5 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 | $39,076 | $39,162-0.2% | $100,671-61.2% | $59,633-34.5% |
| Participation rate | 78.4% | 55.9%+22.5pp | 70.7%+7.7pp | 68.7%+9.7pp |
| Annual return | 2.33% | 21.07%-18.7pp | 20.43%-18.1pp | 2041.40%-2039.1pp |
| Employer contribution / active EE | $2,385 | $1,151+107.3% | $4,012-40.6% | $2,203+8.3% |
| Participant deferral / active EE | $4,153 | $1,992+108.5% | $3,144+32.1% | $3,192+30.1% |
| Admin fee / account holder | $2,589 | $2,969-12.8% | $4,850-46.6% | $4,297-39.7% |