Filed January 10, 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 | $18,144 | $90,486-79.9% | $78,676-76.9% | $273,972-93.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.53% | 75.62%-62.1pp | 62.19%-48.7pp | 41.46%-27.9pp |
| Employer contribution / active EE | $1,652 | $3,175-48.0% | $2,850-42.0% | $4,869-66.1% |
| Participant deferral / active EE | $2,873 | $3,901-26.4% | $3,517-18.3% | $5,287-45.7% |
| Admin fee / account holder | $2,481 | $5,263-52.9% | $4,510-45.0% | $10,133-75.5% |