Filed September 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $146,036 | $47,479+207.6% | $62,929+132.1% | $82,448+77.1% |
| Participation rate | 88.4% | 66.9%+21.5pp | 73.1%+15.3pp | 68.1%+20.3pp |
| Annual return | 16.21% | 20.34%-4.1pp | 1063.93%-1047.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,008 | $2,870+109.3% | $3,888+54.5% | $4,139+45.2% |
| Admin fee / account holder | $1,783 | $3,804-53.1% | $5,065-64.8% | $7,234-75.4% |