Filed April 5, 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 | $58,950 | $48,277+22.1% | $67,511-12.7% | $80,874-27.1% |
| Participation rate | 97.1% | 66.4%+30.8pp | 72.9%+24.3pp | 67.6%+29.5pp |
| Annual return | 14.26% | 18.27%-4.0pp | 3517.41%-3503.1pp | 35.62%-21.4pp |
| Employer contribution / active EE | $5,055 | $2,021+150.1% | $2,733+85.0% | $2,756+83.4% |
| Participant deferral / active EE | $5,127 | $2,926+75.2% | $4,000+28.2% | $4,297+19.3% |
| Admin fee / account holder | $3,921 | $3,687+6.3% | $3,999-2.0% | $6,935-43.5% |