Filed April 20, 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 | $234,398 | $87,132+169.0% | $105,624+121.9% | $80,959+189.5% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.7%+7.3pp |
| Annual return | 85.44% | 17.03%+68.4pp | 116.20%-30.8pp | 35.67%+49.8pp |
| Employer contribution / active EE | $6,074 | $2,397+153.4% | $3,168+91.8% | $2,757+120.3% |
| Participant deferral / active EE | $8,836 | $3,985+121.7% | $5,013+76.3% | $4,300+105.5% |
| Admin fee / account holder | $5,992 | $8,449-29.1% | $10,961-45.3% | $6,925-13.5% |