Filed April 12, 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 | $204,512 | $81,358+151.4% | $155,556+31.5% | $80,959+152.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.04% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $7,612 | $3,106+145.0% | $4,675+62.8% | $2,757+176.1% |
| Participant deferral / active EE | $5,473 | $3,455+58.4% | $5,631-2.8% | $4,300+27.3% |
| Admin fee / account holder | $7,504 | $7,994-6.1% | $15,885-52.8% | $6,925+8.4% |