Filed January 11, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $117,619 | $73,988+59.0% | $96,538+21.8% | $75,177+56.5% |
| Participation rate | 89.5% | 66.4%+23.0pp | 74.3%+15.1pp | 67.2%+22.3pp |
| Annual return | 19.15% | 26.73%-7.6pp | 35.74%-16.6pp | 160.75%-141.6pp |
| Employer contribution / active EE | $4,718 | $2,930+61.0% | $3,740+26.1% | $2,671+76.6% |
| Participant deferral / active EE | $11,438 | $3,660+212.5% | $4,880+134.4% | $4,126+177.2% |
| Admin fee / account holder | $3,527 | $5,220-32.4% | $6,737-47.6% | $5,651-37.6% |