Filed December 7, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,649 | $107,421-66.8% | $182,262-80.4% | $94,015-62.1% |
| Participation rate | 90.4% | 77.8%+12.6pp | 84.2%+6.2pp | 70.8%+19.6pp |
| Annual return | 70.70% | 21.32%+49.4pp | 140.60%-69.9pp | 17.84%+52.9pp |
| Employer contribution / active EE | $4,734 | $3,448+37.3% | $5,046-6.2% | $2,790+69.7% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $639 | $8,692-92.6% | $16,712-96.2% | $8,951-92.9% |