Filed February 21, 2022
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 | $38,076 | $57,140-33.4% | $85,240-55.3% | $80,959-53.0% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.7%-7.7pp |
| Annual return | 13.12% | 21.71%-8.6pp | 66.75%-53.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,628 | $1,802-9.6% | $2,735-40.5% | $2,757-40.9% |
| Participant deferral / active EE | $3,849 | $3,115+23.6% | $4,527-15.0% | $4,300-10.5% |
| Admin fee / account holder | $9,353 | $4,992+87.4% | $6,165+51.7% | $6,925+35.1% |