Filed December 29, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,999 | $84,685+78.3% | $73,836+104.5% | $125,389+20.4% |
| Participation rate | 23.8% | 76.8%-53.0pp | 73.4%-49.6pp | 83.2%-59.4pp |
| Annual return | -1.87% | 3123.80%-3125.7pp | 2268.06%-2269.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,167 | $3,993-70.8% | $3,583-67.4% | $5,352-78.2% |
| Admin fee / account holder | $631 | $5,694-88.9% | $4,882-87.1% | $9,541-93.4% |