Filed April 13, 2023
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,015 | $100,041-35.0% | $149,718-56.6% | $70,131-7.3% |
| Participation rate | 76.5% | 83.6%-7.0pp | 87.1%-10.5pp | 69.5%+7.0pp |
| Annual return | 24.51% | 27.43%-2.9pp | 1501.67%-1477.2pp | 73.14%-48.6pp |
| Employer contribution / active EE | $993 | $3,662-72.9% | $5,445-81.8% | $2,342-57.6% |
| Participant deferral / active EE | $2,722 | $4,983-45.4% | $6,569-58.6% | $3,332-18.3% |
| Admin fee / account holder | $1,233 | $8,286-85.1% | $11,283-89.1% | $4,645-73.5% |