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 | $89,532+232.9% | $103,447+188.1% | $80,925+268.3% |
| Participation rate | 97.5% | 76.0%+21.5pp | 80.5%+17.0pp | 67.7%+29.8pp |
| Annual return | 16.39% | 22.80%-6.4pp | 23.92%-7.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $20,169 | $4,023+401.3% | $4,678+331.2% | $2,756+631.8% |
| Participant deferral / active EE | $17,291 | $5,459+216.7% | $6,624+161.0% | $4,299+302.2% |
| Admin fee / account holder | $4,075 | $6,774-39.8% | $9,415-56.7% | $6,940-41.3% |