Filed January 17, 2019
Total covered: 3 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 | $136,213 | $56,431+141.4% | $130,788+4.1% | $87,485+55.7% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 13.83% | 91.27%-77.4pp | 386.44%-372.6pp | 26.06%-12.2pp |
| Employer contribution / active EE | $9,592 | $1,549+519.2% | $3,558+169.6% | $2,596+269.5% |
| Participant deferral / active EE | $7,168 | $2,749+160.7% | $4,137+73.2% | $4,274+67.7% |
| Admin fee / account holder | $21,930 | $4,433+394.7% | $6,673+228.7% | $7,775+182.1% |