Filed April 11, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,658 | $56,197+84.5% | $67,652+53.2% | $59,633+73.8% |
| Participation rate | 68.6% | 71.5%-2.8pp | 75.7%-7.0pp | 68.7%0pp |
| Annual return | -0.47% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,162 | $1,615+33.9% | $2,266-4.6% | $2,203-1.8% |
| Participant deferral / active EE | $5,050 | $2,844+77.6% | $3,560+41.9% | $3,192+58.2% |
| Admin fee / account holder | $6,278 | $3,958+58.6% | $4,821+30.2% | $4,297+46.1% |