Filed May 30, 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 9-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 | $102,316 | $106,864-4.3% | $147,318-30.5% | $82,637+23.8% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.1%-10.6pp | 68.1%+3.4pp |
| Annual return | 17.26% | 27.49%-10.2pp | 70.43%-53.2pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,717 | $3,417-20.5% | $4,593-40.8% | $2,552+6.5% |
| Participant deferral / active EE | $6,357 | $6,496-2.1% | $7,906-19.6% | $4,126+54.1% |
| Admin fee / account holder | $2,895 | $8,415-65.6% | $13,708-78.9% | $7,339-60.6% |