Filed February 11, 2021 (most recent of 2 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $556,058 | $181,896+205.7% | $156,551+255.2% | $273,972+103.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 5.30% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $30,469 | $6,248+387.7% | $5,501+453.9% | $4,869+525.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $32,195 | $15,560+106.9% | $13,028+147.1% | $10,133+217.7% |