Filed June 11, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $72,973 | $78,670-7.2% | $109,173-33.2% | $85,847-15.0% |
| Participation rate | 94.9% | 68.3%+26.6pp | 75.9%+19.0pp | 69.3%+25.6pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $13,984 | $2,734+411.5% | $3,723+275.6% | $2,565+445.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,246 | $5,469-40.7% | $6,755-51.9% | $6,261-48.2% |