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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,800 | $138,068+131.6% | $125,358+155.1% | $134,493+137.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.15% | 750.30%-759.5pp | 572.03%-581.2pp | 418.01%-427.2pp |
| Employer contribution / active EE | $2,457 | $5,244-53.1% | $4,814-49.0% | $4,740-48.2% |
| Participant deferral / active EE | $7,778 | $7,799-0.3% | $7,447+4.4% | $6,400+21.5% |
| Admin fee / account holder | $24,039 | $11,568+107.8% | $10,007+140.2% | $11,425+110.4% |