Filed April 18, 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 | $30,427 | $64,719-53.0% | $112,249-72.9% | $68,486-55.6% |
| Participation rate | 78.2% | 67.2%+11.0pp | 75.1%+3.1pp | 67.9%+10.3pp |
| Annual return | -16.43% | -11.40%-5.0pp | 27.48%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $2,230 | $2,747-18.8% | $3,636-38.7% | $2,597-14.1% |
| Participant deferral / active EE | $4,712 | $3,565+32.2% | $4,729-0.4% | $4,028+17.0% |
| Admin fee / account holder | $5,768 | $5,232+10.2% | $6,412-10.1% | $5,404+6.7% |