Filed March 28, 2023
Total covered: 32 employees
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 | $40,795 | $183,592-77.8% | $155,574-73.8% | $145,877-72.0% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 19.11% | 61.37%-42.3pp | 64.87%-45.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $3,864 | $5,317-27.3% | $4,676-17.4% | $4,663-17.1% |
| Participant deferral / active EE | $5,870 | $6,466-9.2% | $5,629+4.3% | $6,691-12.3% |
| Admin fee / account holder | $2,147 | $19,316-88.9% | $15,914-86.5% | $13,402-84.0% |