Filed July 8, 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.
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 | $141,991 | $59,834+137.3% | $79,576+78.4% | $68,495+107.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 8.60% | -12.30%+20.9pp | 0.15%+8.4pp | -7.84%+16.4pp |
| Employer contribution / active EE | $4,392 | $1,505+191.9% | $2,413+82.0% | $2,596+69.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,903 | $4,835-60.7% | $6,834-72.2% | $5,403-64.8% |