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 | $125,499 | $46,697+168.8% | $117,529+6.8% | $68,490+83.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.48% | -14.52%-3.0pp | 29.77%-47.2pp | -7.85%-9.6pp |
| Employer contribution / active EE | $9,253 | $1,506+514.6% | $4,179+121.4% | $2,597+256.3% |
| Participant deferral / active EE | $7,584 | $2,637+187.5% | $4,072+86.2% | $4,028+88.3% |
| Admin fee / account holder | $9,515 | $4,023+136.5% | $5,645+68.5% | $5,403+76.1% |