Filed August 10, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,918 | $150,447+72.1% | $136,298+90.0% | $147,586+75.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.20% | 1049.15%-1040.0pp | 5156.27%-5147.1pp | 578.59%-569.4pp |
| Employer contribution / active EE | $2,030 | $5,256-61.4% | $4,696-56.8% | $4,876-58.4% |
| Participant deferral / active EE | $5,860 | $6,631-11.6% | $6,247-6.2% | $5,439+7.8% |
| Admin fee / account holder | $62,780 | $10,906+475.6% | $9,244+579.2% | $10,886+476.7% |