Filed December 31, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,439 | $89,259-63.7% | $107,187-69.7% | $82,637-60.7% |
| Participation rate | 95.6% | 67.9%+27.7pp | 75.0%+20.6pp | 68.1%+27.5pp |
| Annual return | 12.80% | 21.02%-8.2pp | 204.55%-191.7pp | 53.51%-40.7pp |
| Employer contribution / active EE | $2,245 | $3,080-27.1% | $3,782-40.7% | $2,552-12.1% |
| Participant deferral / active EE | $4,567 | $4,037+13.1% | $5,096-10.4% | $4,126+10.7% |
| Admin fee / account holder | $2,547 | $7,381-65.5% | $9,162-72.2% | $7,339-65.3% |