Filed July 10, 2023 (most recent of 9 filings on file)
Total covered: 3 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 | $64,145 | $82,028-21.8% | $123,105-47.9% | $59,633+7.6% |
| Participation rate | 88.0% | 83.2%+4.8pp | 86.8%+1.2pp | 68.7%+19.3pp |
| Annual return | -1.20% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $8,606 | $3,297+161.0% | $5,151+67.1% | $2,203+290.7% |
| Participant deferral / active EE | $6,087 | $4,667+30.4% | $6,229-2.3% | $3,192+90.7% |
| Admin fee / account holder | $17,139 | $5,879+191.6% | $9,014+90.1% | $4,297+298.9% |