Filed April 27, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,851 | $56,894+381.3% | $84,753+223.1% | $62,881+335.5% |
| Participation rate | 88.6% | 68.5%+20.1pp | 76.6%+12.0pp | 69.3%+19.3pp |
| Annual return | 7.82% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,564 | $2,400+6.8% | $3,574-28.3% | $2,281+12.4% |
| Participant deferral / active EE | $5,951 | $2,709+119.7% | $3,712+60.3% | $3,203+85.8% |
| Admin fee / account holder | $22,820 | $3,581+537.3% | $5,333+327.9% | $4,296+431.2% |