Filed February 7, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,792 | $80,748-64.3% | $102,383-71.9% | $74,429-61.3% |
| Participation rate | 59.8% | 65.7%-5.9pp | 74.5%-14.7pp | 67.2%-7.4pp |
| Annual return | 12.29% | 27.57%-15.3pp | 24.94%-12.6pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $1,288 | $3,159-59.2% | $3,870-66.7% | $2,625-50.9% |
| Participant deferral / active EE | $2,428 | $3,861-37.1% | $5,060-52.0% | $4,348-44.2% |
| Admin fee / account holder | $8,732 | $2,371+268.3% | $8,391+4.1% | $1,944+349.1% |