Filed January 25, 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 | $186,817 | $160,070+16.7% | $147,117+27.0% | $145,897+28.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.79% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $9,007 | $5,285+70.4% | $4,932+82.6% | $4,663+93.2% |
| Participant deferral / active EE | $17,448 | $8,419+107.2% | $8,065+116.3% | $6,689+160.8% |
| Admin fee / account holder | $6,722 | $15,035-55.3% | $12,993-48.3% | $13,390-49.8% |