Filed March 23, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,745 | $39,798+67.7% | $67,704-1.4% | $59,633+11.9% |
| Participation rate | 59.3% | 57.4%+1.9pp | 67.5%-8.3pp | 68.7%-9.4pp |
| Annual return | 0.16% | 89.94%-89.8pp | 25.41%-25.3pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,099 | $2,335+118.4% | $3,585+42.2% | $3,192+59.8% |
| Admin fee / account holder | $44,548 | $3,212+1287.0% | $4,255+947.0% | $4,297+936.7% |