Filed November 19, 2020 (most recent of 2 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 | $92,407 | $160,059-42.3% | $140,019-34.0% | $135,380-31.7% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.5%+3.8pp | 82.6%+8.7pp |
| Annual return | -1.22% | 911.48%-912.7pp | 651.17%-652.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $3,022 | $6,420-52.9% | $5,605-46.1% | $4,779-36.8% |
| Participant deferral / active EE | $7,458 | $7,641-2.4% | $6,927+7.7% | $5,609+33.0% |
| Admin fee / account holder | $29,348 | $13,328+120.2% | $10,705+174.1% | $10,828+171.0% |