Filed November 12, 2020
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 | $47,580 | $95,383-50.1% | $185,837-74.4% | $85,856-44.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.46% | 23.59%-9.1pp | 122.08%-107.6pp | 318.58%-304.1pp |
| Employer contribution / active EE | $2,336 | $3,313-29.5% | $5,168-54.8% | $2,565-9.0% |
| Participant deferral / active EE | $3,867 | $3,423+13.0% | $5,568-30.6% | $3,952-2.1% |
| Admin fee / account holder | $1,888 | $7,213-73.8% | $16,241-88.4% | $6,261-69.8% |