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 | $83,361 | $73,848+12.9% | $143,799-42.0% | $68,486+21.7% |
| Participation rate | 79.2% | 66.7%+12.5pp | 80.3%-1.1pp | 67.9%+11.3pp |
| Annual return | -17.29% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $3,208 | $3,184+0.7% | $4,952-35.2% | $2,597+23.5% |
| Participant deferral / active EE | $6,994 | $3,385+106.6% | $5,638+24.0% | $4,028+73.6% |
| Admin fee / account holder | $3,025 | $5,755-47.4% | $14,677-79.4% | $5,404-44.0% |