Filed November 6, 2020
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 | $216,768 | $143,969+50.6% | $199,883+8.4% | $82,637+162.3% |
| Participation rate | 83.3% | 84.1%-0.8pp | 86.8%-3.4pp | 68.1%+15.3pp |
| Annual return | 17.29% | 25.67%-8.4pp | 43.81%-26.5pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,355 | $4,632-49.2% | $6,261-62.4% | $2,552-7.7% |
| Participant deferral / active EE | $13,107 | $6,937+88.9% | $9,138+43.4% | $4,126+217.7% |
| Admin fee / account holder | $3,751 | $14,597-74.3% | $17,268-78.3% | $7,339-48.9% |