Filed September 26, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,850 | $80,763-63.0% | $102,412-70.9% | $74,459-59.9% |
| Participation rate | 51.1% | 65.7%-14.6pp | 74.5%-23.4pp | 67.2%-16.1pp |
| Annual return | 16.19% | 27.57%-11.4pp | 24.94%-8.7pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $1,949 | $3,160-38.3% | $3,870-49.6% | $2,626-25.8% |
| Participant deferral / active EE | $3,100 | $3,862-19.7% | $5,060-38.7% | $4,350-28.7% |
| Admin fee / account holder | $2,169 | $2,371-8.5% | $8,388-74.1% | $1,945+11.5% |