Filed June 22, 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 | $102,981 | $81,276+26.7% | $155,574-33.8% | $80,925+27.3% |
| Participation rate | 83.8% | 66.2%+17.5pp | 78.2%+5.6pp | 67.7%+16.1pp |
| Annual return | 17.39% | 33.36%-16.0pp | 64.87%-47.5pp | 35.65%-18.3pp |
| Employer contribution / active EE | $4,167 | $3,103+34.3% | $4,676-10.9% | $2,756+51.2% |
| Participant deferral / active EE | $3,925 | $3,453+13.7% | $5,629-30.3% | $4,299-8.7% |
| Admin fee / account holder | $2,478 | $7,993-69.0% | $15,914-84.4% | $6,940-64.3% |