Filed April 6, 2020
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.
Participant 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 | $72,751 | $99,994-27.2% | $146,643-50.4% | $85,847-15.3% |
| Participation rate | 86.5% | 73.1%+13.4pp | 80.1%+6.4pp | 69.3%+17.2pp |
| Annual return | 13.14% | 18.93%-5.8pp | 22.75%-9.6pp | 318.61%-305.5pp |
| Employer contribution / active EE | $6,620 | $2,559+158.7% | $4,137+60.0% | $2,565+158.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $28,590 | $7,703+271.2% | $10,280+178.1% | $6,261+356.7% |