Filed January 20, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,390 | $157,296+75.1% | $141,191+95.0% | $152,897+80.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 29.58% | 64.34%-34.8pp | 71.41%-41.8pp | 345.43%-315.9pp |
| Employer contribution / active EE | $5,432 | $5,262+3.2% | $4,736+14.7% | $4,764+14.0% |
| Participant deferral / active EE | $13,265 | $7,111+86.5% | $6,710+97.7% | $5,851+126.7% |
| Admin fee / account holder | $7,295 | $12,125-39.8% | $10,264-28.9% | $11,599-37.1% |