Filed January 19, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $455,079 | $209,874+116.8% | $189,537+140.1% | $167,536+171.6% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 14.87% | 748.61%-733.7pp | 555.34%-540.5pp | 478.82%-464.0pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $14,786 | $8,934+65.5% | $8,220+79.9% | $6,342+133.1% |
| Admin fee / account holder | $25,216 | $14,299+76.3% | $12,048+109.3% | $12,315+104.8% |