Filed July 5, 2022 (most recent of 3 filings on file)
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 | $64,211 | $76,550-16.1% | $123,894-48.2% | $62,881+2.1% |
| Participation rate | 67.9% | 73.0%-5.1pp | 81.4%-13.6pp | 69.3%-1.4pp |
| Annual return | 9.75% | 18.67%-8.9pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,268 | $2,882-56.0% | $4,617-72.5% | $2,281-44.4% |
| Participant deferral / active EE | $3,697 | $4,840-23.6% | $5,984-38.2% | $3,203+15.4% |
| Admin fee / account holder | $821 | $4,826-83.0% | $8,357-90.2% | $4,296-80.9% |