Filed November 23, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,659 | $45,900+53.9% | $94,057-24.9% | $64,340+9.8% |
| Participation rate | 73.8% | 50.6%+23.2pp | 73.3%+0.5pp | 55.2%+18.6pp |
| Annual return | 26.52% | 50.47%-24.0pp | 480.62%-454.1pp | 24.14%+2.4pp |
| Employer contribution / active EE | $3,830 | $1,612+137.6% | $2,933+30.6% | $1,862+105.7% |
| Participant deferral / active EE | $5,558 | $2,102+164.4% | $4,709+18.0% | $2,980+86.5% |
| Admin fee / account holder | $3,666 | $3,143+16.6% | $7,244-49.4% | $3,703-1.0% |