Filed February 27, 2023
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,283 | $81,262-51.7% | $155,602-74.8% | $80,911-51.4% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 13.66% | 33.34%-19.7pp | 64.81%-51.1pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,101 | $3,102-64.5% | $4,675-76.4% | $2,756-60.0% |
| Participant deferral / active EE | $3,055 | $3,451-11.5% | $5,629-45.7% | $4,297-28.9% |
| Admin fee / account holder | $391 | $7,992-95.1% | $15,923-97.5% | $6,935-94.4% |