Filed April 1, 2021 (most recent of 2 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 | $76,613 | $81,276-5.7% | $155,574-50.8% | $80,925-5.3% |
| Participation rate | 95.9% | 66.2%+29.6pp | 78.2%+17.7pp | 67.7%+28.2pp |
| Annual return | 13.66% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $3,629 | $3,103+16.9% | $4,676-22.4% | $2,756+31.7% |
| Participant deferral / active EE | $6,060 | $3,453+75.5% | $5,629+7.6% | $4,299+41.0% |
| Admin fee / account holder | $4,971 | $7,993-37.8% | $15,914-68.8% | $6,940-28.4% |