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 | $29,376 | $49,255-40.4% | $70,494-58.3% | $79,856-63.2% |
| Participation rate | 87.2% | 69.2%+18.1pp | 75.1%+12.2pp | 69.6%+17.6pp |
| Annual return | 24.40% | 30.10%-5.7pp | 109.16%-84.8pp | 31.71%-7.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,959 | $2,768+115.3% | $3,711+60.6% | $3,741+59.3% |
| Admin fee / account holder | $2,175 | $2,879-24.5% | $3,848-43.5% | $5,306-59.0% |