Filed December 13, 2019 (most recent of 2 filings on file)
Total covered: 6 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 | $298,078 | $89,515+233.0% | $103,486+188.0% | $80,935+268.3% |
| Participation rate | 97.5% | 76.0%+21.5pp | 80.5%+17.0pp | 67.7%+29.8pp |
| Annual return | 16.39% | 22.82%-6.4pp | 23.93%-7.5pp | 35.66%-19.3pp |
| Employer contribution / active EE | $20,169 | $4,015+402.3% | $4,679+331.0% | $2,757+631.6% |
| Participant deferral / active EE | $17,291 | $5,463+216.5% | $6,628+160.9% | $4,299+302.2% |
| Admin fee / account holder | $4,075 | $6,527-37.6% | $9,354-56.4% | $6,924-41.1% |