Filed March 23, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,983 | $88,815-62.9% | $81,882-59.7% | $145,897-77.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.11% | 1033.75%-1022.6pp | 779.47%-768.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,050 | $4,647-12.8% | $4,323-6.3% | $6,689-39.5% |
| Admin fee / account holder | $7,473 | $8,434-11.4% | $7,360+1.5% | $13,390-44.2% |