Filed June 14, 2021 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,815 | $71,523+45.1% | $98,461+5.4% | $71,511+45.2% |
| Participation rate | 47.8% | 72.7%-24.9pp | 75.2%-27.4pp | 67.9%-20.2pp |
| Annual return | 17.42% | 32.43%-15.0pp | 21.17%-3.8pp | 28.86%-11.4pp |
| Employer contribution / active EE | $1,417 | $2,399-41.0% | $3,049-53.5% | $2,589-45.3% |
| Participant deferral / active EE | $2,230 | $4,109-45.7% | $4,738-52.9% | $4,291-48.0% |
| Admin fee / account holder | $2,529 | $1,676+50.9% | $8,961-71.8% | $1,588+59.2% |