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 | $78,744 | $53,774+46.4% | $134,162-41.3% | $79,852-1.4% |
| Participation rate | 46.7% | 58.8%-12.1pp | 72.2%-25.5pp | 69.6%-23.0pp |
| Annual return | 29.71% | 19.01%+10.7pp | 36.35%-6.6pp | 31.72%-2.0pp |
| Employer contribution / active EE | $1,509 | $1,322+14.2% | $3,705-59.3% | $2,471-38.9% |
| Participant deferral / active EE | $3,282 | $2,420+35.6% | $3,500-6.2% | $3,740-12.3% |
| Admin fee / account holder | $2,442 | $3,985-38.7% | $6,685-63.5% | $5,306-54.0% |