Filed July 13, 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.
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 | $94,768 | $146,267-35.2% | $197,124-51.9% | $82,448+14.9% |
| Participation rate | 85.0% | 84.0%+1.0pp | 86.7%-1.7pp | 68.1%+16.9pp |
| Annual return | 16.34% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,395 | $4,723-49.3% | $6,227-61.5% | $2,551-6.1% |
| Participant deferral / active EE | $4,930 | $7,035-29.9% | $9,135-46.0% | $4,139+19.1% |
| Admin fee / account holder | $10,907 | $14,422-24.4% | $16,298-33.1% | $7,234+50.8% |