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 | $61,398 | $94,529-35.0% | $140,019-56.1% | $64,173-4.3% |
| Participation rate | 82.1% | 84.1%-2.0pp | 87.5%-5.4pp | 69.6%+12.5pp |
| Annual return | -0.85% | 7.77%-8.6pp | 651.17%-652.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,104 | $3,812-71.0% | $5,605-80.3% | $2,381-53.6% |
| Participant deferral / active EE | $3,003 | $5,250-42.8% | $6,927-56.6% | $3,470-13.5% |
| Admin fee / account holder | $5,144 | $6,741-23.7% | $10,705-52.0% | $4,887+5.2% |