Filed December 9, 2021 (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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,992 | $77,908-76.9% | $149,696-88.0% | $75,173-76.1% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 19.12% | 31.73%-12.6pp | 134.46%-115.3pp | 160.72%-141.6pp |
| Employer contribution / active EE | $2,079 | $3,138-33.8% | $4,821-56.9% | $2,671-22.2% |
| Participant deferral / active EE | $3,848 | $3,411+12.8% | $5,682-32.3% | $4,126-6.7% |
| Admin fee / account holder | $2,277 | $5,950-61.7% | $13,212-82.8% | $5,651-59.7% |