Filed March 9, 2022
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,967 | $39,132+45.6% | $57,196-0.4% | $62,881-9.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 10.72% | 9.24%+1.5pp | 14.59%-3.9pp | 20.14%-9.4pp |
| Employer contribution / active EE | $7,895 | $1,874+321.3% | $2,683+194.3% | $2,281+246.1% |
| Participant deferral / active EE | $13,410 | $2,374+464.8% | $3,096+333.1% | $3,203+318.7% |
| Admin fee / account holder | $13,945 | $2,594+437.6% | $3,141+344.0% | $4,296+224.6% |