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 | $475,551 | $85,766+454.5% | $136,298+248.9% | $70,126+578.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 38.10% | 31.46%+6.6pp | 5156.27%-5118.2pp | 73.15%-35.0pp |
| Employer contribution / active EE | $23,253 | $2,966+684.0% | $4,696+395.2% | $2,343+892.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,310 | $5,421+182.4% | $9,244+65.6% | $4,645+229.6% |