Filed March 23, 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.
Participant 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 | $46,905 | $184,000-74.5% | $162,185-71.1% | $152,909-69.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.42% | 150.80%-129.4pp | 115.61%-94.2pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,504 | $6,370-60.7% | $5,613-55.4% | $4,764-47.4% |
| Participant deferral / active EE | $2,182 | $8,033-72.8% | $7,297-70.1% | $5,851-62.7% |
| Admin fee / account holder | $4,701 | $13,124-64.2% | $10,844-56.6% | $11,601-59.5% |