Filed December 20, 2017
Total covered: 2 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,556 | $103,008+149.1% | $90,304+184.1% | $152,897+67.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.04% | 95.22%-81.2pp | 78.13%-64.1pp | 345.43%-331.4pp |
| Employer contribution / active EE | $26,644 | $3,139+748.7% | $2,855+833.3% | $4,764+459.3% |
| Participant deferral / active EE | $7,637 | $4,281+78.4% | $3,885+96.6% | $5,851+30.5% |
| Admin fee / account holder | $3,774 | $6,175-38.9% | $5,354-29.5% | $11,599-67.5% |