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 | $149,281 | $60,139+148.2% | $90,461+65.0% | $79,856+86.9% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+27.9pp |
| Annual return | 11.17% | 71.96%-60.8pp | 1294.76%-1283.6pp | 31.71%-20.5pp |
| Employer contribution / active EE | $14,751 | $2,069+613.0% | $3,264+352.0% | $2,471+496.9% |
| Participant deferral / active EE | $8,303 | $2,939+182.5% | $3,964+109.4% | $3,741+122.0% |
| Admin fee / account holder | $15,531 | $3,978+290.4% | $5,617+176.5% | $5,306+192.7% |