Filed December 19, 2017
Total covered: 54 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 | $479,667 | $109,359+338.6% | $162,177+195.8% | $72,975+557.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.90% | 25.46%-1.6pp | 115.60%-91.7pp | 81.01%-57.1pp |
| Employer contribution / active EE | $11,433 | $3,907+192.6% | $5,613+103.7% | $2,440+368.6% |
| Participant deferral / active EE | $6,640 | $5,481+21.1% | $7,297-9.0% | $3,608+84.0% |
| Admin fee / account holder | $55,870 | $7,972+600.8% | $10,843+415.2% | $5,124+990.3% |