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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,698 | $97,648+164.9% | $121,663+112.6% | $87,485+195.7% |
| Participation rate | 92.0% | 70.5%+21.6pp | 74.5%+17.6pp | 68.9%+23.1pp |
| Annual return | 37.61% | 18.03%+19.6pp | 147.54%-109.9pp | 26.06%+11.5pp |
| Employer contribution / active EE | $10,647 | $2,300+362.8% | $3,020+252.6% | $2,596+310.1% |
| Participant deferral / active EE | $11,935 | $3,923+204.2% | $4,887+144.2% | $4,274+179.3% |
| Admin fee / account holder | $4,441 | $11,100-60.0% | $14,289-68.9% | $7,775-42.9% |