Filed February 11, 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 | $136,245 | $58,258+133.9% | $81,820+66.5% | $80,925+68.4% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 13.29% | 41.76%-28.5pp | 777.93%-764.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,286 | $3,284+335.1% | $4,323+230.5% | $4,299+232.3% |
| Admin fee / account holder | $807 | $4,976-83.8% | $7,391-89.1% | $6,940-88.4% |