Filed January 21, 2021
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 | $613,484 | $106,749+474.7% | $145,433+321.8% | $82,448+644.1% |
| Participation rate | 97.2% | 75.6%+21.5pp | 82.1%+15.1pp | 68.1%+29.1pp |
| Annual return | 25.68% | 27.59%-1.9pp | 66.58%-40.9pp | 41.64%-16.0pp |
| Employer contribution / active EE | $24,998 | $3,444+625.8% | $4,554+448.9% | $2,551+880.0% |
| Participant deferral / active EE | $5,789 | $6,519-11.2% | $7,897-26.7% | $4,139+39.8% |
| Admin fee / account holder | $25,528 | $8,390+204.3% | $13,129+94.4% | $7,234+252.9% |