Filed January 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,606 | $56,110+75.7% | $94,993+3.8% | $70,126+40.6% |
| Participation rate | 74.4% | 65.0%+9.4pp | 73.9%+0.5pp | 69.5%+4.8pp |
| Annual return | 18.50% | 51.02%-32.5pp | 27.14%-8.6pp | 73.15%-54.7pp |
| Employer contribution / active EE | $3,200 | $1,442+121.9% | $2,603+22.9% | $2,343+36.6% |
| Participant deferral / active EE | $4,891 | $2,391+104.5% | $3,317+47.4% | $3,332+46.8% |
| Admin fee / account holder | $729 | $3,456-78.9% | $4,960-85.3% | $4,645-84.3% |