Filed January 15, 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 | $153,794 | $81,504+88.7% | $102,437+50.1% | $80,959+90.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.85% | 25.60%-14.7pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $5,556 | $3,104+79.0% | $3,871+43.5% | $2,757+101.5% |
| Participant deferral / active EE | $6,963 | $3,871+79.9% | $5,060+37.6% | $4,300+61.9% |
| Admin fee / account holder | $10,245 | $6,719+52.5% | $8,388+22.1% | $6,925+47.9% |