Filed October 28, 2021
Total covered: 47 employees
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.
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 | $142,467 | $106,524+33.7% | $152,301-6.5% | $87,485+62.8% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.4%+16.2pp | 68.9%+29.7pp |
| Annual return | 15.20% | 26.89%-11.7pp | 80.50%-65.3pp | 26.06%-10.9pp |
| Employer contribution / active EE | $3,898 | $3,371+15.6% | $4,624-15.7% | $2,596+50.1% |
| Participant deferral / active EE | $7,769 | $6,525+19.1% | $8,004-2.9% | $4,274+81.8% |
| Admin fee / account holder | $4,427 | $8,287-46.6% | $14,398-69.3% | $7,775-43.1% |