Filed December 4, 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 | $140,752 | $54,757+157.0% | $90,287+55.9% | $72,986+92.8% |
| Participation rate | 92.7% | 65.1%+27.5pp | 73.3%+19.4pp | 69.5%+23.2pp |
| Annual return | 23.57% | 30.63%-7.1pp | 78.10%-54.5pp | 81.01%-57.4pp |
| Employer contribution / active EE | $12,411 | $2,092+493.1% | $2,855+334.8% | $2,440+408.6% |
| Participant deferral / active EE | $6,877 | $2,887+138.2% | $3,885+77.0% | $3,607+90.6% |
| Admin fee / account holder | $3,459 | $3,972-12.9% | $5,351-35.4% | $5,124-32.5% |