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 | $131,612 | $102,385+28.5% | $147,080-10.5% | $80,935+62.6% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.2%+16.2pp | 67.7%+30.8pp |
| Annual return | 15.67% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $2,665 | $3,717-28.3% | $4,933-46.0% | $2,757-3.3% |
| Participant deferral / active EE | $7,829 | $6,651+17.7% | $8,066-2.9% | $4,299+82.1% |
| Admin fee / account holder | $7,305 | $7,951-8.1% | $12,989-43.8% | $6,924+5.5% |