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 | $133,137 | $77,816+71.1% | $123,552+7.8% | $64,173+107.5% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+15.9pp | 69.6%+28.6pp |
| Annual return | -7.20% | 12.49%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,544 | $3,014+150.3% | $4,628+63.0% | $2,381+216.9% |
| Participant deferral / active EE | $7,199 | $5,240+37.4% | $6,426+12.0% | $3,470+107.5% |
| Admin fee / account holder | $4,493 | $5,519-18.6% | $9,285-51.6% | $4,887-8.1% |