Filed April 21, 2021
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.
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 | $121,532 | $110,410+10.1% | $102,437+18.6% | $145,897-16.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.85% | 24.85%-11.0pp | 24.95%-11.1pp | 552.29%-538.4pp |
| Employer contribution / active EE | $14,306 | $4,217+239.2% | $3,871+269.6% | $4,663+206.8% |
| Participant deferral / active EE | $13,940 | $5,622+148.0% | $5,060+175.5% | $6,689+108.4% |
| Admin fee / account holder | $1,185 | $9,745-87.8% | $8,388-85.9% | $13,390-91.2% |