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 | $106,411 | $57,330+85.6% | $86,656+22.8% | $75,177+41.5% |
| Participation rate | 89.7% | 63.2%+26.5pp | 71.7%+17.9pp | 67.2%+22.5pp |
| Annual return | 18.98% | 2675.40%-2656.4pp | 593.09%-574.1pp | 160.75%-141.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,272 | $3,320+299.8% | $4,439+199.0% | $4,126+221.6% |
| Admin fee / account holder | $809 | $4,115-80.3% | $5,619-85.6% | $5,651-85.7% |