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 | $53,789 | $46,534+15.6% | $64,097-16.1% | $75,177-28.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.28% | 26.07%-8.8pp | 33.75%-16.5pp | 160.75%-143.5pp |
| Employer contribution / active EE | $4,709 | $1,976+138.3% | $2,750+71.2% | $2,671+76.3% |
| Participant deferral / active EE | $5,322 | $2,835+87.7% | $3,881+37.1% | $4,126+29.0% |
| Admin fee / account holder | $3,988 | $2,957+34.9% | $3,070+29.9% | $5,651-29.4% |