Filed January 2, 2019
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,210 | $167,353-59.8% | $143,797-53.3% | $134,545-50.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.19% | 0.48%-19.7pp | -0.04%-19.1pp | 418.37%-437.6pp |
| Employer contribution / active EE | $4,142 | $5,620-26.3% | $4,952-16.4% | $4,742-12.6% |
| Participant deferral / active EE | $11,834 | $6,447+83.6% | $5,638+109.9% | $6,401+84.9% |
| Admin fee / account holder | $611 | $18,096-96.6% | $14,679-95.8% | $11,431-94.7% |