Filed June 28, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,732 | $138,386-27.9% | $184,260-45.9% | $80,935+23.2% |
| Participation rate | 89.8% | 83.9%+5.9pp | 86.8%+3.0pp | 67.7%+22.2pp |
| Annual return | 10.07% | 20.02%-9.9pp | 28.84%-18.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $3,550 | $4,851-26.8% | $6,427-44.8% | $2,757+28.8% |
| Participant deferral / active EE | $4,782 | $7,076-32.4% | $9,133-47.6% | $4,299+11.2% |
| Admin fee / account holder | $16,266 | $10,489+55.1% | $13,898+17.0% | $6,924+134.9% |