Filed April 11, 2018
Total covered: 4 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,996 | $225,673-71.2% | $203,872-68.1% | $155,188-58.1% |
| Participation rate | 68.2% | 80.3%-12.1pp | 77.8%-9.6pp | 80.8%-12.6pp |
| Annual return | 21.43% | 95.91%-74.5pp | 85.11%-63.7pp | 148.84%-127.4pp |
| Employer contribution / active EE | $3,739 | $4,099-8.8% | $3,757-0.5% | $4,248-12.0% |
| Participant deferral / active EE | $9,738 | $6,893+41.3% | $6,388+52.5% | $6,531+49.1% |
| Admin fee / account holder | $11,270 | $12,327-8.6% | $11,730-3.9% | $14,480-22.2% |