Filed October 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,399 | $109,359-68.5% | $162,177-78.8% | $72,975-52.9% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.7pp |
| Annual return | 9.77% | 25.46%-15.7pp | 115.60%-105.8pp | 81.01%-71.2pp |
| Employer contribution / active EE | $7,600 | $3,907+94.5% | $5,613+35.4% | $2,440+211.5% |
| Participant deferral / active EE | $3,718 | $5,481-32.2% | $7,297-49.0% | $3,608+3.1% |
| Admin fee / account holder | $6,236 | $7,972-21.8% | $10,843-42.5% | $5,124+21.7% |