Filed August 26, 2022
Total covered: 2 employees
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.
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 | $14,196 | $39,132-63.7% | $57,196-75.2% | $62,881-77.4% |
| Participation rate | 52.1% | 70.5%-18.4pp | 75.3%-23.2pp | 69.3%-17.2pp |
| Annual return | 18.58% | 9.24%+9.3pp | 14.59%+4.0pp | 20.14%-1.6pp |
| Employer contribution / active EE | $464 | $1,874-75.3% | $2,683-82.7% | $2,281-79.7% |
| Participant deferral / active EE | $1,291 | $2,374-45.6% | $3,096-58.3% | $3,203-59.7% |
| Admin fee / account holder | $3,040 | $2,594+17.2% | $3,141-3.2% | $4,296-29.2% |