Filed November 8, 2016
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.
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 | $194,268 | $102,429+89.7% | $147,096+32.1% | $80,925+140.1% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 13.09% | 135.02%-121.9pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $9,696 | $3,716+161.0% | $4,936+96.4% | $2,756+251.8% |
| Participant deferral / active EE | $10,786 | $6,649+62.2% | $8,071+33.6% | $4,299+150.9% |
| Admin fee / account holder | $36,710 | $7,957+361.4% | $13,005+182.3% | $6,940+429.0% |