Filed April 12, 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 | $63,331 | $90,607-30.1% | $79,467-20.3% | $135,380-53.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.71% | 977.74%-982.4pp | 718.30%-723.0pp | 519.81%-524.5pp |
| Employer contribution / active EE | $6,481 | $3,068+111.3% | $2,800+131.4% | $4,779+35.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $899 | $5,895-84.8% | $5,104-82.4% | $10,828-91.7% |