Filed October 28, 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.
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 | $73,952 | $64,920+13.9% | $103,693-28.7% | $86,983-15.0% |
| Participation rate | 81.1% | 63.6%+17.5pp | 72.6%+8.5pp | 69.5%+11.6pp |
| Annual return | 15.00% | 30.29%-15.3pp | 47.61%-32.6pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,724 | $2,141-19.5% | $2,920-40.9% | $2,584-33.3% |
| Participant deferral / active EE | $3,295 | $3,241+1.7% | $4,579-28.0% | $4,194-21.4% |
| Admin fee / account holder | $5,588 | $6,191-9.8% | $7,858-28.9% | $7,856-28.9% |