Filed August 17, 2022 (most recent of 3 filings on file)
Total covered: 3 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 | $59,940 | $51,631+16.1% | $129,397-53.7% | $80,925-25.9% |
| Participation rate | 98.0% | 56.9%+41.1pp | 69.6%+28.4pp | 67.7%+30.4pp |
| Annual return | 16.83% | 20.77%-3.9pp | 9453.98%-9437.2pp | 35.65%-18.8pp |
| Employer contribution / active EE | $2,053 | $1,583+29.7% | $4,154-50.6% | $2,756-25.5% |
| Participant deferral / active EE | $2,758 | $2,670+3.3% | $4,167-33.8% | $4,299-35.8% |
| Admin fee / account holder | $660 | $4,309-84.7% | $7,679-91.4% | $6,940-90.5% |