Filed May 26, 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 | $106,800 | $51,184+108.7% | $66,439+60.7% | $86,983+22.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 13.53% | 17.07%-3.5pp | 757.66%-744.1pp | 25.83%-12.3pp |
| Employer contribution / active EE | $5,232 | $2,023+158.6% | $2,637+98.4% | $2,584+102.4% |
| Participant deferral / active EE | $6,068 | $2,927+107.3% | $3,876+56.5% | $4,194+44.7% |
| Admin fee / account holder | $23,547 | $4,154+466.8% | $6,173+281.4% | $7,856+199.7% |