Filed August 20, 2021 (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 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 | $75,357 | $76,368-1.3% | $67,681+11.3% | $154,746-51.3% |
| Participation rate | 90.9% | 79.0%+12.0pp | 73.7%+17.2pp | 80.7%+10.2pp |
| Annual return | 9.42% | 1066.77%-1057.4pp | 590.58%-581.2pp | 172.34%-162.9pp |
| Employer contribution / active EE | $9,213 | $3,151+192.4% | $2,678+244.0% | $4,379+110.4% |
| Participant deferral / active EE | $9,263 | $4,824+92.0% | $3,976+133.0% | $6,730+37.6% |
| Admin fee / account holder | $61,528 | $8,559+618.8% | $6,100+908.7% | $14,365+328.3% |