Filed December 1, 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 | $85,086 | $159,934-46.8% | $147,005-42.1% | $145,959-41.7% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 13.42% | 98.24%-84.8pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $5,859 | $5,287+10.8% | $4,934+18.7% | $4,661+25.7% |
| Participant deferral / active EE | $9,381 | $8,427+11.3% | $8,070+16.3% | $6,689+40.3% |
| Admin fee / account holder | $14,798 | $15,053-1.7% | $13,006+13.8% | $13,398+10.4% |