Filed October 22, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,866 | $185,312+128.7% | $161,489+162.5% | $154,746+173.9% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 14.18% | 103.84%-89.7pp | 89.72%-75.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $16,655 | $4,769+249.2% | $4,268+290.2% | $4,379+280.3% |
| Participant deferral / active EE | $6,809 | $6,350+7.2% | $5,630+20.9% | $6,730+1.2% |
| Admin fee / account holder | $7,316 | $18,654-60.8% | $16,006-54.3% | $14,365-49.1% |