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 6-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 | $44,721 | $125,797-64.4% | $170,057-73.7% | $75,177-40.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 24.12% | 27.20%-3.1pp | 53.42%-29.3pp | 160.75%-136.6pp |
| Employer contribution / active EE | $13,588 | $4,616+194.4% | $6,790+100.1% | $2,671+408.7% |
| Participant deferral / active EE | $8,074 | $6,838+18.1% | $10,411-22.4% | $4,126+95.7% |
| Admin fee / account holder | $2,607 | $8,177-68.1% | $12,826-79.7% | $5,651-53.9% |