Filed January 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,574 | $48,314+99.9% | $67,561+42.9% | $80,925+19.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.73% | 18.28%-5.5pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $3,797 | $2,022+87.8% | $2,735+38.8% | $2,756+37.8% |
| Participant deferral / active EE | $8,854 | $2,927+202.6% | $4,003+121.2% | $4,299+106.0% |
| Admin fee / account holder | $4,305 | $3,690+16.7% | $4,006+7.5% | $6,940-38.0% |