Filed March 23, 2020
Total covered: 9 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $144,784 | $98,776+46.6% | $149,745-3.3% | $79,856+81.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 37.72% | 27.38%+10.3pp | 276.72%-239.0pp | 31.71%+6.0pp |
| Employer contribution / active EE | $23,188 | $3,217+620.7% | $4,646+399.1% | $2,471+838.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,072 | $6,053+0.3% | $9,312-34.8% | $5,306+14.4% |