Filed July 28, 2022 (most recent of 2 filings on file)
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 | $95,277 | $52,353+82.0% | $120,225-20.8% | $82,448+15.6% |
| Participation rate | 48.9% | 58.3%-9.4pp | 69.6%-20.7pp | 68.1%-19.2pp |
| Annual return | 14.53% | 61.85%-47.3pp | 439.23%-424.7pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,353 | $1,510-10.4% | $3,475-61.1% | $2,551-47.0% |
| Participant deferral / active EE | $3,007 | $2,627+14.5% | $3,999-24.8% | $4,139-27.4% |
| Admin fee / account holder | $1,564 | $4,363-64.1% | $5,696-72.5% | $7,234-78.4% |