Filed January 7, 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 | $89,652 | $48,337+85.5% | $67,560+32.7% | $80,959+10.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 20.32% | 18.26%+2.1pp | 3533.50%-3513.2pp | 35.67%-15.3pp |
| Employer contribution / active EE | $2,392 | $2,023+18.3% | $2,737-12.6% | $2,757-13.2% |
| Participant deferral / active EE | $8,554 | $2,928+192.1% | $4,004+113.6% | $4,300+98.9% |
| Admin fee / account holder | $2,376 | $3,695-35.7% | $3,994-40.5% | $6,925-65.7% |