Filed July 15, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,227 | $63,082-60.0% | $81,726-69.1% | $79,856-68.4% |
| Participation rate | 89.1% | 67.5%+21.6pp | 72.0%+17.1pp | 69.6%+19.5pp |
| Annual return | 16.45% | 22.66%-6.2pp | 29.49%-13.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,322 | $1,795+29.3% | $4,311-46.1% | $2,471-6.0% |
| Participant deferral / active EE | $4,901 | $2,780+76.2% | $7,108-31.1% | $3,741+31.0% |
| Admin fee / account holder | $1,256 | $4,428-71.6% | $5,160-75.7% | $5,306-76.3% |