Filed September 22, 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 | $108,111 | $102,385+5.6% | $147,080-26.5% | $80,935+33.6% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | 12.29% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $7,525 | $3,717+102.4% | $4,933+52.5% | $2,757+173.0% |
| Participant deferral / active EE | $7,395 | $6,651+11.2% | $8,066-8.3% | $4,299+72.0% |
| Admin fee / account holder | $11,521 | $7,951+44.9% | $12,989-11.3% | $6,924+66.4% |