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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,691,845 | $77,419+13710.4% | $69,461+15292.5% | $152,885+6893.4% |
| Participation rate | 95.2% | 78.1%+17.1pp | 74.6%+20.6pp | 82.5%+12.8pp |
| Annual return | 18.04% | 39.07%-21.0pp | 28.97%-10.9pp | 345.39%-327.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $775,587 | $4,414+17473.0% | $3,536+21835.0% | $5,851+13156.1% |
| Admin fee / account holder | $576,734 | $6,207+9192.0% | $3,840+14920.8% | $11,598+4872.7% |