Filed March 22, 2022 (most recent of 5 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.
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 | $193,932 | $138,114+40.4% | $125,391+54.7% | $134,545+44.1% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -15.24% | 750.88%-766.1pp | 572.41%-587.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $8,365 | $5,246+59.5% | $4,816+73.7% | $4,742+76.4% |
| Participant deferral / active EE | $9,728 | $7,801+24.7% | $7,448+30.6% | $6,401+52.0% |
| Admin fee / account holder | $21,076 | $11,570+82.2% | $10,009+110.6% | $11,431+84.4% |