Filed December 8, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,586 | $117,829-72.3% | $102,423-68.2% | $145,877-77.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 8.82% | 31.83%-23.0pp | 29.42%-20.6pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,421 | $3,615-33.0% | $3,023-19.9% | $4,663-48.1% |
| Participant deferral / active EE | $2,763 | $5,732-51.8% | $5,054-45.3% | $6,691-58.7% |
| Admin fee / account holder | $4,920 | $13,335-63.1% | $9,455-48.0% | $13,402-63.3% |