Filed December 9, 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 | $41,339 | $96,691-57.2% | $86,656-52.3% | $139,487-70.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.90% | 106.87%-83.0pp | 593.09%-569.2pp | 373.84%-349.9pp |
| Employer contribution / active EE | $5,529 | $3,267+69.2% | $3,025+82.7% | $4,755+16.3% |
| Participant deferral / active EE | $6,475 | $4,838+33.8% | $4,439+45.9% | $6,713-3.5% |
| Admin fee / account holder | $4,852 | $6,414-24.4% | $5,619-13.6% | $11,407-57.5% |