Filed September 28, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,695 | $98,760-82.1% | $149,715-88.2% | $79,858-77.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 60.49% | 27.43%+33.1pp | 276.66%-216.2pp | 31.72%+28.8pp |
| Employer contribution / active EE | $2,618 | $3,217-18.6% | $4,645-43.6% | $2,471+5.9% |
| Participant deferral / active EE | $3,932 | $5,681-30.8% | $6,842-42.5% | $3,740+5.1% |
| Admin fee / account holder | $1,079 | $6,053-82.2% | $9,310-88.4% | $5,306-79.7% |