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 | $80,011 | $85,766-6.7% | $136,298-41.3% | $70,126+14.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 32.82% | 31.46%+1.4pp | 5156.27%-5123.4pp | 73.15%-40.3pp |
| Employer contribution / active EE | $6,479 | $2,966+118.4% | $4,696+38.0% | $2,343+176.6% |
| Participant deferral / active EE | $12,454 | $5,051+146.5% | $6,247+99.4% | $3,332+273.8% |
| Admin fee / account holder | $3,422 | $5,421-36.9% | $9,244-63.0% | $4,645-26.3% |