Filed March 22, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,468 | $78,428-26.7% | $95,960-40.1% | $79,852-28.0% |
| Participation rate | 91.1% | 73.5%+17.6pp | 77.1%+14.1pp | 69.6%+21.5pp |
| Annual return | 14.33% | 19.37%-5.0pp | 91.63%-77.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $2,063 | $1,945+6.1% | $2,541-18.8% | $2,471-16.5% |
| Participant deferral / active EE | $2,996 | $3,440-12.9% | $4,167-28.1% | $3,740-19.9% |
| Admin fee / account holder | $3,382 | $5,622-39.9% | $6,797-50.2% | $5,306-36.3% |