Filed March 8, 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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,866 | $123,793+109.9% | $177,840+46.1% | $79,852+225.4% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 21.70% | 22.82%-1.1pp | 48.32%-26.6pp | 31.72%-10.0pp |
| Employer contribution / active EE | $2,616 | $4,095-36.1% | $5,919-55.8% | $2,471+5.9% |
| Participant deferral / active EE | $6,153 | $5,956+3.3% | $7,714-20.2% | $3,740+64.5% |
| Admin fee / account holder | $1,655 | $7,243-77.2% | $12,431-86.7% | $5,306-68.8% |