Filed May 6, 2021 (most recent of 3 filings on file)
Total covered: 5 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,180 | $87,834-94.1% | $133,975-96.1% | $62,881-91.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 2.90% | 12.05%-9.2pp | 29.29%-26.4pp | 20.14%-17.2pp |
| Employer contribution / active EE | $1,370 | $3,482-60.7% | $5,211-73.7% | $2,281-39.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $66 | $5,372-98.8% | $9,324-99.3% | $4,296-98.5% |