Filed February 8, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,476 | $197,637-87.1% | $177,848-85.7% | $158,982-84.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 16.98% | 58.77%-41.8pp | 48.33%-31.3pp | 302.99%-286.0pp |
| Employer contribution / active EE | $3,204 | $6,698-52.2% | $5,919-45.9% | $4,763-32.7% |
| Participant deferral / active EE | $4,535 | $8,405-46.0% | $7,714-41.2% | $5,983-24.2% |
| Admin fee / account holder | $1,497 | $15,406-90.3% | $12,431-88.0% | $11,252-86.7% |