Filed March 23, 2018 (most recent of 2 filings on file)
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 | $190,932 | $146,267+30.5% | $197,124-3.1% | $82,448+131.6% |
| Participation rate | 84.0% | 84.0%0pp | 86.7%-2.7pp | 68.1%+15.9pp |
| Annual return | 16.79% | 29.61%-12.8pp | 44.34%-27.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,822 | $4,723-40.2% | $6,227-54.7% | $2,551+10.6% |
| Participant deferral / active EE | $5,818 | $7,035-17.3% | $9,135-36.3% | $4,139+40.6% |
| Admin fee / account holder | $2,933 | $14,422-79.7% | $16,298-82.0% | $7,234-59.5% |