Filed December 27, 2018
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,546 | $56,197+82.5% | $67,652+51.6% | $59,633+72.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.20% | 18508.10%-18505.9pp | 6625.40%-6623.2pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $2,968 | $1,615+83.8% | $2,266+31.0% | $2,203+34.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,993 | $3,958+101.9% | $4,821+65.8% | $4,297+86.0% |