Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 16 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 | $394,992 | $72,177+447.3% | $115,038+243.4% | $59,633+562.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 25.72% | 12.02%+13.7pp | 26.14%-0.4pp | 2041.45%-2015.7pp |
| Employer contribution / active EE | $14,111 | $2,841+396.7% | $4,608+206.2% | $2,203+540.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,192 | $4,927+5.4% | $8,175-36.5% | $4,297+20.8% |