Filed November 13, 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.
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 | $181,876 | $197,637-8.0% | $177,848+2.3% | $158,982+14.4% |
| Participation rate | 52.9% | 88.5%-35.6pp | 87.7%-34.8pp | 82.0%-29.0pp |
| Annual return | 11.93% | 58.77%-46.8pp | 48.33%-36.4pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,547 | $6,698-76.9% | $5,919-73.9% | $4,763-67.5% |
| Participant deferral / active EE | $3,615 | $8,405-57.0% | $7,714-53.1% | $5,983-39.6% |
| Admin fee / account holder | $8,973 | $15,406-41.8% | $12,431-27.8% | $11,252-20.2% |