Filed July 28, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,810 | $171,867-83.8% | $149,716-81.4% | $147,585-81.2% |
| Participation rate | 76.5% | 88.2%-11.7pp | 87.1%-10.6pp | 82.8%-6.4pp |
| Annual return | 11.40% | 2113.36%-2102.0pp | 1501.67%-1490.3pp | 578.58%-567.2pp |
| Employer contribution / active EE | $1,381 | $6,275-78.0% | $5,444-74.6% | $4,876-71.7% |
| Participant deferral / active EE | $3,465 | $7,270-52.3% | $6,568-47.2% | $5,439-36.3% |
| Admin fee / account holder | $4,195 | $13,799-69.6% | $11,282-62.8% | $10,886-61.5% |