Filed June 7, 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 | $57,025 | $109,872-48.1% | $98,483-42.1% | $167,536-66.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.17% | 1959.31%-1947.1pp | 1494.38%-1482.2pp | 478.82%-466.7pp |
| Employer contribution / active EE | $4,751 | $3,225+47.3% | $2,961+60.5% | $4,839-1.8% |
| Participant deferral / active EE | $8,729 | $4,673+86.8% | $4,276+104.1% | $6,342+37.6% |
| Admin fee / account holder | $830 | $6,757-87.7% | $5,953-86.1% | $12,315-93.3% |