Filed March 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,371 | $142,972-42.4% | $214,702-61.6% | $86,983-5.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 21.41% | 18.49%+2.9pp | 54.55%-33.1pp | 25.83%-4.4pp |
| Employer contribution / active EE | $4,979 | $4,635+7.4% | $6,461-22.9% | $2,584+92.7% |
| Participant deferral / active EE | $4,611 | $6,568-29.8% | $9,147-49.6% | $4,194+9.9% |
| Admin fee / account holder | $5,590 | $17,617-68.3% | $19,830-71.8% | $7,856-28.8% |