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 | $142,608 | $102,595+39.0% | $94,057+51.6% | $154,746-7.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.82% | 583.42%-559.6pp | 480.62%-456.8pp | 172.34%-148.5pp |
| Employer contribution / active EE | $7,312 | $3,147+132.3% | $2,933+149.3% | $4,379+67.0% |
| Participant deferral / active EE | $12,589 | $5,118+146.0% | $4,709+167.3% | $6,730+87.1% |
| Admin fee / account holder | $1,133 | $7,736-85.4% | $7,244-84.4% | $14,365-92.1% |