Filed January 24, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,116 | $167,504-91.0% | $151,628-90.0% | $134,509-88.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -28.44% | 7.81%-36.2pp | 3.34%-31.8pp | 418.13%-446.6pp |
| Employer contribution / active EE | $775 | $6,828-88.6% | $6,165-87.4% | $4,741-83.7% |
| Participant deferral / active EE | $11,637 | $8,985+29.5% | $8,363+39.1% | $6,400+81.8% |
| Admin fee / account holder | $452 | $13,779-96.7% | $11,613-96.1% | $11,427-96.0% |