Filed January 4, 2017
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 | $159,238 | $209,888-24.1% | $189,545-16.0% | $167,553-5.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.01% | 748.66%-734.7pp | 555.36%-541.4pp | 478.89%-464.9pp |
| Employer contribution / active EE | $2,294 | $6,915-66.8% | $6,162-62.8% | $4,840-52.6% |
| Participant deferral / active EE | $6,144 | $8,934-31.2% | $8,220-25.3% | $6,343-3.1% |
| Admin fee / account holder | $2,537 | $14,300-82.3% | $12,049-78.9% | $12,316-79.4% |