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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,740 | $89,259+43.1% | $107,187+19.2% | $82,637+54.6% |
| Participation rate | 98.3% | 67.9%+30.3pp | 75.0%+23.3pp | 68.1%+30.2pp |
| Annual return | 114.01% | 21.02%+93.0pp | 204.55%-90.5pp | 53.51%+60.5pp |
| Employer contribution / active EE | $678 | $3,080-78.0% | $3,782-82.1% | $2,552-73.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $305 | $7,381-95.9% | $9,162-96.7% | $7,339-95.8% |