Filed March 4, 2021
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 | $87,802 | $94,529-7.1% | $140,019-37.3% | $64,173+36.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.63% | 7.77%-14.4pp | 651.17%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,474 | $3,812+43.6% | $5,605-2.3% | $2,381+129.9% |
| Participant deferral / active EE | $9,436 | $5,250+79.7% | $6,927+36.2% | $3,470+172.0% |
| Admin fee / account holder | $8,474 | $6,741+25.7% | $10,705-20.8% | $4,887+73.4% |