Filed April 23, 2020 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,925 | $109,359+38.9% | $162,185-6.3% | $72,976+108.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.05% | 25.46%-7.4pp | 115.61%-97.6pp | 81.02%-63.0pp |
| Employer contribution / active EE | $5,068 | $3,907+29.7% | $5,613-9.7% | $2,440+107.7% |
| Participant deferral / active EE | $6,060 | $5,481+10.6% | $7,297-17.0% | $3,608+68.0% |
| Admin fee / account holder | $324 | $7,972-95.9% | $10,844-97.0% | $5,124-93.7% |