Filed June 1, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,488 | $61,787+9.2% | $97,197-30.6% | $80,925-16.6% |
| Participation rate | 90.2% | 63.5%+26.7pp | 72.7%+17.5pp | 67.7%+22.6pp |
| Annual return | 15.33% | -558.16%+573.5pp | 75.47%-60.1pp | 35.65%-20.3pp |
| Employer contribution / active EE | $2,585 | $1,836+40.8% | $2,723-5.0% | $2,756-6.2% |
| Participant deferral / active EE | $4,533 | $3,027+49.7% | $4,263+6.3% | $4,299+5.4% |
| Admin fee / account holder | $2,354 | $5,170-54.5% | $5,637-58.2% | $6,940-66.1% |