Filed April 22, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,543 | $54,541-64.2% | $78,778-75.2% | $70,131-72.1% |
| Participation rate | 78.2% | 60.8%+17.4pp | 69.2%+9.0pp | 69.5%+8.6pp |
| Annual return | 6.55% | 21.07%-14.5pp | 35.62%-29.1pp | 73.14%-66.6pp |
| Employer contribution / active EE | $360 | $1,089-66.9% | $1,986-81.9% | $2,342-84.6% |
| Participant deferral / active EE | $1,018 | $2,210-53.9% | $2,958-65.6% | $3,332-69.4% |
| Admin fee / account holder | $7,641 | $3,709+106.0% | $5,134+48.8% | $4,645+64.5% |