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 | $393,709 | $96,643+307.4% | $86,617+354.5% | $139,456+182.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.95% | 106.57%-95.6pp | 591.91%-581.0pp | 373.45%-362.5pp |
| Employer contribution / active EE | $35,189 | $3,264+978.0% | $3,023+1063.9% | $4,753+640.4% |
| Participant deferral / active EE | $9,356 | $4,835+93.5% | $4,437+110.9% | $6,711+39.4% |
| Admin fee / account holder | $6,692 | $6,406+4.5% | $5,613+19.2% | $11,407-41.3% |