Filed September 28, 2021
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,996 | $184,000-77.2% | $162,185-74.1% | $152,909-72.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 4.86% | 150.80%-145.9pp | 115.61%-110.8pp | 345.46%-340.6pp |
| Employer contribution / active EE | $556 | $6,370-91.3% | $5,613-90.1% | $4,764-88.3% |
| Participant deferral / active EE | $3,327 | $8,033-58.6% | $7,297-54.4% | $5,851-43.1% |
| Admin fee / account holder | $558 | $13,124-95.8% | $10,844-94.9% | $11,601-95.2% |