Filed November 3, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,294 | $104,694-65.3% | $85,709-57.7% | $167,536-78.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.06% | 21.45%-11.4pp | 21.49%-11.4pp | 478.82%-468.8pp |
| Employer contribution / active EE | $1,110 | $3,337-66.8% | $2,619-57.6% | $4,839-77.1% |
| Participant deferral / active EE | $2,189 | $4,826-54.6% | $3,924-44.2% | $6,342-65.5% |
| Admin fee / account holder | $11,946 | $10,035+19.0% | $6,876+73.7% | $12,315-3.0% |