Filed January 28, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,725 | $183,627-36.4% | $155,602-25.0% | $145,978-20.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.60% | 61.32%-52.7pp | 64.81%-56.2pp | 550.52%-541.9pp |
| Employer contribution / active EE | $3,323 | $5,316-37.5% | $4,675-28.9% | $4,662-28.7% |
| Participant deferral / active EE | $10,069 | $6,466+55.7% | $5,629+78.9% | $6,690+50.5% |
| Admin fee / account holder | $1,315 | $19,327-93.2% | $15,923-91.7% | $13,400-90.2% |