Filed May 16, 2022 (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 | $17,465 | $49,199-64.5% | $121,204-85.6% | $75,173-76.8% |
| Participation rate | 70.0% | 55.4%+14.6pp | 69.5%+0.5pp | 67.2%+2.8pp |
| Annual return | 20.47% | 56.04%-35.6pp | 987.18%-966.7pp | 160.72%-140.2pp |
| Employer contribution / active EE | $1,076 | $1,547-30.5% | $4,170-74.2% | $2,671-59.7% |
| Participant deferral / active EE | $2,808 | $2,630+6.8% | $4,083-31.2% | $4,126-32.0% |
| Admin fee / account holder | $1,034 | $3,946-73.8% | $5,651-81.7% | $5,651-81.7% |