Filed August 17, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,909 | $114,013-40.4% | $103,693-34.5% | $155,188-56.2% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.1pp | 80.8%-10.2pp |
| Annual return | 15.40% | 49.31%-33.9pp | 47.61%-32.2pp | 148.84%-133.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,742 | $4,970-44.8% | $4,579-40.1% | $6,531-58.0% |
| Admin fee / account holder | $753 | $8,407-91.0% | $7,858-90.4% | $14,480-94.8% |