Filed December 1, 2021 (most recent of 3 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 | $92,004 | $79,961+15.1% | $98,462-6.6% | $75,177+22.4% |
| Participation rate | 90.1% | 70.4%+19.8pp | 75.2%+15.0pp | 67.2%+22.9pp |
| Annual return | 20.73% | 19.75%+1.0pp | 21.17%-0.4pp | 160.75%-140.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,744 | $3,753+26.4% | $4,738+0.1% | $4,126+15.0% |
| Admin fee / account holder | $5,687 | $6,842-16.9% | $8,875-35.9% | $5,651+0.6% |