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.
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 | $70,097 | $91,179-23.1% | $178,499-60.7% | $79,852-12.2% |
| Participation rate | 84.5% | 69.2%+15.3pp | 81.9%+2.6pp | 69.6%+14.9pp |
| Annual return | 13.85% | 24.19%-10.3pp | 151.10%-137.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $3,057 | $3,256-6.1% | $5,011-39.0% | $2,471+23.7% |
| Participant deferral / active EE | $5,920 | $3,236+83.0% | $5,202+13.8% | $3,740+58.3% |
| Admin fee / account holder | $2,257 | $6,749-66.6% | $13,986-83.9% | $5,306-57.5% |