Filed January 12, 2016
Total covered: 12 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,939 | $93,345+327.4% | $119,126+234.9% | $87,485+356.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.69% | 19.08%-6.4pp | 282.11%-269.4pp | 26.06%-13.4pp |
| Employer contribution / active EE | $17,946 | $3,172+465.8% | $4,034+344.9% | $2,596+591.2% |
| Participant deferral / active EE | $12,484 | $4,099+204.6% | $5,318+134.8% | $4,274+192.1% |
| Admin fee / account holder | $90,329 | $8,039+1023.7% | $10,693+744.7% | $7,775+1061.8% |