Filed March 24, 2023
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,387 | $65,361+61.2% | $92,903+13.4% | $72,983+44.4% |
| Participation rate | 71.8% | 68.3%+3.5pp | 76.0%-4.2pp | 69.5%+2.3pp |
| Annual return | 24.57% | 42.11%-17.5pp | 109.43%-84.9pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,914 | $3,128+89.0% | $4,238+39.5% | $3,608+63.9% |
| Admin fee / account holder | $3,414 | $4,251-19.7% | $5,795-41.1% | $5,124-33.4% |