Filed January 12, 2022
Total covered: 4 employees
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 | $91,224 | $157,296-42.0% | $141,191-35.4% | $152,897-40.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 19.47% | 64.34%-44.9pp | 71.41%-51.9pp | 345.43%-326.0pp |
| Employer contribution / active EE | $1,202 | $5,262-77.2% | $4,736-74.6% | $4,764-74.8% |
| Participant deferral / active EE | $5,881 | $7,111-17.3% | $6,710-12.4% | $5,851+0.5% |
| Admin fee / account holder | $6,921 | $12,125-42.9% | $10,264-32.6% | $11,599-40.3% |