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.
Employer 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 | $86,343 | $54,370+58.8% | $82,763+4.3% | $68,490+26.1% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.5pp | 67.9%+25.2pp |
| Annual return | -5.23% | -13.67%+8.4pp | 702.45%-707.7pp | -7.85%+2.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,404 | $3,247+251.2% | $4,395+159.5% | $4,028+183.1% |
| Admin fee / account holder | $15,379 | $4,398+249.7% | $5,325+188.8% | $5,403+184.6% |