Filed April 22, 2022
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,376 | $81,870+0.6% | $119,634-31.1% | $68,490+20.3% |
| Participation rate | 55.8% | 71.9%-16.1pp | 79.3%-23.5pp | 67.9%-12.1pp |
| Annual return | -19.22% | -23.82%+4.6pp | -14.98%-4.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,901 | $2,692-29.4% | $4,232-55.1% | $2,597-26.8% |
| Participant deferral / active EE | $3,562 | $4,148-14.1% | $5,601-36.4% | $4,028-11.6% |
| Admin fee / account holder | $1,266 | $6,583-80.8% | $10,329-87.7% | $5,403-76.6% |