Filed December 7, 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.
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 | $139,464 | $83,061+67.9% | $126,068+10.6% | $94,015+48.3% |
| Participation rate | 87.9% | 81.2%+6.7pp | 84.7%+3.2pp | 70.8%+17.1pp |
| Annual return | 13.96% | 20.41%-6.4pp | 15.01%-1.0pp | 17.84%-3.9pp |
| Employer contribution / active EE | $4,618 | $2,864+61.3% | $3,968+16.4% | $2,790+65.5% |
| Participant deferral / active EE | $9,459 | $7,042+34.3% | $8,214+15.2% | $4,249+122.6% |
| Admin fee / account holder | $16,612 | $7,208+130.5% | $18,264-9.0% | $8,951+85.6% |