Filed January 26, 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 | $11,002 | $40,275-72.7% | $57,356-80.8% | $59,633-81.6% |
| Participation rate | 94.7% | 69.1%+25.6pp | 75.1%+19.7pp | 68.7%+26.1pp |
| Annual return | 2.10% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,388 | $2,400+82.9% | $3,162+38.8% | $3,192+37.5% |
| Admin fee / account holder | $369 | $2,820-86.9% | $3,357-89.0% | $4,297-91.4% |