Filed October 12, 2021 (most recent of 2 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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,940 | $81,276-66.9% | $155,574-82.7% | $80,925-66.7% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 14.14% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,746 | $3,103-43.7% | $4,676-62.7% | $2,756-36.6% |
| Participant deferral / active EE | $3,957 | $3,453+14.6% | $5,629-29.7% | $4,299-7.9% |
| Admin fee / account holder | $1,670 | $7,993-79.1% | $15,914-89.5% | $6,940-75.9% |