Filed March 29, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,679 | $101,795+294.6% | $165,100+143.3% | $80,959+396.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 9.09% | 16.73%-7.6pp | 70.21%-61.1pp | 35.67%-26.6pp |
| Employer contribution / active EE | $9,986 | $2,954+238.1% | $4,348+129.7% | $2,757+262.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,886 | $8,221-64.9% | $12,696-77.3% | $6,925-58.3% |