Filed July 9, 2020
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 | $73,339 | $76,551-4.2% | $123,894-40.8% | $62,881+16.6% |
| Participation rate | 87.7% | 73.0%+14.7pp | 81.4%+6.3pp | 69.3%+18.4pp |
| Annual return | 9.11% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,753 | $2,882-39.2% | $4,617-62.0% | $2,281-23.1% |
| Participant deferral / active EE | $8,935 | $4,840+84.6% | $5,984+49.3% | $3,203+179.0% |
| Admin fee / account holder | $5,506 | $4,826+14.1% | $8,357-34.1% | $4,296+28.2% |