Filed November 25, 2020
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 | $85,445 | $76,112+12.3% | $96,534-11.5% | $71,511+19.5% |
| Participation rate | 97.1% | 74.4%+22.7pp | 76.0%+21.1pp | 67.9%+29.2pp |
| Annual return | 16.45% | 22.81%-6.4pp | 25.88%-9.4pp | 28.86%-12.4pp |
| Employer contribution / active EE | $3,984 | $2,248+77.2% | $2,965+34.3% | $2,589+53.9% |
| Participant deferral / active EE | $6,259 | $4,217+48.4% | $4,851+29.0% | $4,291+45.9% |
| Admin fee / account holder | $8,662 | $2,708+219.8% | $8,253+5.0% | $1,588+445.3% |