Filed August 18, 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.
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,042 | $55,470+69.5% | $155,556-39.5% | $74,478+26.3% |
| Participation rate | 66.3% | 61.9%+4.4pp | 78.2%-11.9pp | 67.2%-0.9pp |
| Annual return | 66.95% | 269.80%-202.9pp | 64.84%+2.1pp | 1370.56%-1303.6pp |
| Employer contribution / active EE | $397 | $2,267-82.5% | $4,675-91.5% | $2,626-84.9% |
| Participant deferral / active EE | $4,083 | $2,838+43.9% | $5,631-27.5% | $4,350-6.1% |
| Admin fee / account holder | $716 | $1,744-59.0% | $15,885-95.5% | $1,946-63.2% |