Filed August 23, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,697 | $82,678-36.3% | $125,391-58.0% | $68,490-23.1% |
| Participation rate | 63.8% | 75.1%-11.2pp | 82.4%-18.6pp | 67.9%-4.1pp |
| Annual return | -19.56% | -5.97%-13.6pp | 572.41%-592.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,070 | $3,382-38.8% | $4,816-57.0% | $2,597-20.3% |
| Participant deferral / active EE | $5,226 | $6,111-14.5% | $7,448-29.8% | $4,028+29.7% |
| Admin fee / account holder | $10,525 | $6,277+67.7% | $10,009+5.2% | $5,403+94.8% |