Filed March 13, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,247 | $58,726-0.8% | $142,898-59.2% | $85,851-32.2% |
| Participation rate | 88.2% | 58.5%+29.7pp | 72.0%+16.2pp | 69.3%+18.8pp |
| Annual return | 11.81% | 27.73%-15.9pp | 5639.64%-5627.8pp | 318.63%-306.8pp |
| Employer contribution / active EE | $3,362 | $1,424+136.2% | $4,146-18.9% | $2,565+31.1% |
| Participant deferral / active EE | $2,352 | $2,609-9.8% | $3,838-38.7% | $3,952-40.5% |
| Admin fee / account holder | $5,039 | $4,234+19.0% | $6,560-23.2% | $6,261-19.5% |