Filed May 18, 2021 (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 9-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 | $137,493 | $63,346+117.1% | $92,240+49.1% | $70,126+96.1% |
| Participation rate | 84.6% | 68.7%+15.9pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 14.29% | 530.19%-515.9pp | 176.29%-162.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $9,979 | $2,471+303.8% | $3,680+171.2% | $2,343+326.0% |
| Participant deferral / active EE | $2,639 | $2,854-7.5% | $3,897-32.3% | $3,332-20.8% |
| Admin fee / account holder | $2,413 | $3,841-37.2% | $5,194-53.5% | $4,645-48.1% |