Filed December 20, 2021
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,155 | $135,956-64.6% | $123,894-61.1% | $273,972-82.4% |
| Participation rate | 47.8% | 84.1%-36.2pp | 81.4%-33.6pp | 83.0%-35.2pp |
| Annual return | 7.06% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $990 | $5,170-80.9% | $4,617-78.6% | $4,869-79.7% |
| Participant deferral / active EE | $6,559 | $6,343+3.4% | $5,984+9.6% | $5,287+24.1% |
| Admin fee / account holder | $11,631 | $9,817+18.5% | $8,357+39.2% | $10,133+14.8% |