Filed April 25, 2022
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,283 | $71,878+46.5% | $86,698+21.4% | $68,486+53.7% |
| Participation rate | 68.4% | 72.2%-3.8pp | 76.6%-8.2pp | 67.9%+0.5pp |
| Annual return | -23.34% | 3.53%-26.9pp | 35.95%-59.3pp | -7.85%-15.5pp |
| Employer contribution / active EE | $1,464 | $2,173-32.7% | $2,837-48.4% | $2,597-43.6% |
| Participant deferral / active EE | $3,621 | $3,779-4.2% | $4,656-22.2% | $4,028-10.1% |
| Admin fee / account holder | $17,972 | $6,113+194.0% | $7,493+139.9% | $5,404+232.6% |