Filed April 28, 2020 (most recent of 5 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 | $144,667 | $61,390+135.7% | $112,228+28.9% | $75,177+92.4% |
| Participation rate | 97.6% | 61.6%+35.9pp | 72.4%+25.1pp | 67.2%+30.4pp |
| Annual return | 21.90% | 28.47%-6.6pp | 30.23%-8.3pp | 160.75%-138.8pp |
| Employer contribution / active EE | $6,155 | $2,015+205.5% | $3,432+79.4% | $2,671+130.4% |
| Participant deferral / active EE | $7,000 | $3,108+125.2% | $4,800+45.8% | $4,126+69.6% |
| Admin fee / account holder | $9,547 | $4,862+96.4% | $7,752+23.2% | $5,651+68.9% |