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 | $46,304 | $45,050+2.8% | $63,018-26.5% | $70,126-34.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.62% | 18.76%-1.1pp | 87.62%-70.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $4,506 | $2,052+119.6% | $2,761+63.2% | $2,343+92.3% |
| Participant deferral / active EE | $5,240 | $2,466+112.5% | $3,330+57.4% | $3,332+57.3% |
| Admin fee / account holder | $4,102 | $2,834+44.7% | $3,601+13.9% | $4,645-11.7% |