Filed February 1, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,685 | $73,955-26.1% | $96,520-43.3% | $75,181-27.3% |
| Participation rate | 89.1% | 66.4%+22.7pp | 74.3%+14.7pp | 67.2%+21.9pp |
| Annual return | 147.41% | 26.72%+120.7pp | 35.72%+111.7pp | 160.69%-13.3pp |
| Employer contribution / active EE | $950 | $2,930-67.6% | $3,739-74.6% | $2,671-64.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $350 | $5,217-93.3% | $6,733-94.8% | $5,650-93.8% |