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 | $75,825 | $41,377+83.3% | $109,313-30.6% | $62,881+20.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 9.10% | 11.05%-1.9pp | 22.07%-13.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $12,576 | $1,276+885.6% | $3,892+223.1% | $2,281+451.4% |
| Participant deferral / active EE | $3,667 | $2,045+79.3% | $3,166+15.8% | $3,203+14.5% |
| Admin fee / account holder | $899 | $2,884-68.8% | $5,666-84.1% | $4,296-79.1% |