Filed March 17, 2021 (most recent of 3 filings on file)
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,277 | $100,060+0.2% | $149,721-33.0% | $70,126+43.0% |
| Participation rate | 84.0% | 83.6%+0.5pp | 87.1%-3.0pp | 69.5%+14.5pp |
| Annual return | 14.58% | 27.46%-12.9pp | 1501.67%-1487.1pp | 73.15%-58.6pp |
| Employer contribution / active EE | $5,184 | $3,661+41.6% | $5,444-4.8% | $2,343+121.3% |
| Participant deferral / active EE | $3,381 | $4,982-32.1% | $6,568-48.5% | $3,332+1.5% |
| Admin fee / account holder | $2,088 | $8,285-74.8% | $11,282-81.5% | $4,645-55.1% |