Filed September 13, 2021
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,532 | $48,337+159.7% | $67,560+85.8% | $80,959+55.1% |
| Participation rate | 92.7% | 66.4%+26.3pp | 72.9%+19.8pp | 67.7%+25.0pp |
| Annual return | 10.48% | 18.26%-7.8pp | 3533.50%-3523.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,333 | $2,928+116.3% | $4,004+58.2% | $4,300+47.3% |
| Admin fee / account holder | $1,714 | $3,695-53.6% | $3,994-57.1% | $6,925-75.2% |