Filed December 22, 2017
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 | $210,072 | $135,956+54.5% | $123,894+69.6% | $273,972-23.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.49% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,349 | $5,170-54.6% | $4,617-49.1% | $4,869-51.7% |
| Participant deferral / active EE | $10,715 | $6,343+68.9% | $5,984+79.1% | $5,287+102.7% |
| Admin fee / account holder | $3,802 | $9,817-61.3% | $8,357-54.5% | $10,133-62.5% |