Filed December 22, 2021
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 | $197,851 | $88,707+123.0% | $74,184+166.7% | $273,972-27.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.27% | 11.94%-8.7pp | 17.74%-14.5pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,311 | $3,159-26.8% | $2,370-2.5% | $4,869-52.5% |
| Participant deferral / active EE | $3,278 | $4,212-22.2% | $3,550-7.6% | $5,287-38.0% |
| Admin fee / account holder | $2,041 | $8,717-76.6% | $5,586-63.5% | $10,133-79.9% |