Filed November 17, 2021
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 | $75,100 | $73,638+2.0% | $95,960-21.7% | $73,493+2.2% |
| Participation rate | 83.5% | 76.2%+7.3pp | 77.1%+6.4pp | 70.7%+12.8pp |
| Annual return | 21.78% | 16.78%+5.0pp | 91.63%-69.9pp | 28.51%-6.7pp |
| Employer contribution / active EE | $827 | $1,863-55.6% | $2,541-67.5% | $2,270-63.6% |
| Participant deferral / active EE | $4,177 | $3,617+15.5% | $4,167+0.2% | $3,740+11.7% |
| Admin fee / account holder | $798 | $482+65.6% | $6,797-88.3% | $513+55.6% |