Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 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 | $161,915 | $48,076+236.8% | $78,690+105.8% | $62,891+157.5% |
| Participation rate | 97.2% | 65.2%+32.0pp | 73.6%+23.6pp | 69.3%+27.9pp |
| Annual return | 6.78% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $12,310 | $2,015+511.0% | $2,851+331.8% | $2,281+439.7% |
| Participant deferral / active EE | $6,657 | $2,588+157.2% | $3,517+89.3% | $3,203+107.8% |
| Admin fee / account holder | $25,726 | $3,207+702.1% | $4,511+470.4% | $4,296+498.9% |