Filed September 30, 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.
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 | $27,872 | $50,554-44.9% | $67,681-58.8% | $87,485-68.1% |
| Participation rate | 51.5% | 67.7%-16.2pp | 73.7%-22.2pp | 68.9%-17.4pp |
| Annual return | 20.25% | 17.81%+2.4pp | 590.58%-570.3pp | 26.06%-5.8pp |
| Employer contribution / active EE | $1,807 | $1,988-9.1% | $2,678-32.5% | $2,596-30.4% |
| Participant deferral / active EE | $2,669 | $2,961-9.9% | $3,976-32.9% | $4,274-37.5% |
| Admin fee / account holder | $765 | $4,132-81.5% | $6,100-87.5% | $7,775-90.2% |