Filed April 15, 2021 (most recent of 2 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 | $49,834 | $109,359-54.4% | $162,185-69.3% | $72,976-31.7% |
| Participation rate | 95.9% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 32.89% | 25.46%+7.4pp | 115.61%-82.7pp | 81.02%-48.1pp |
| Employer contribution / active EE | $1,955 | $3,907-50.0% | $5,613-65.2% | $2,440-19.9% |
| Participant deferral / active EE | $5,550 | $5,481+1.3% | $7,297-23.9% | $3,608+53.8% |
| Admin fee / account holder | $1,448 | $7,972-81.8% | $10,844-86.6% | $5,124-71.7% |