Filed March 10, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,054 | $202,342-60.4% | $172,753-53.7% | $152,909-47.6% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.5%-41.3pp |
| Annual return | 21.51% | 1029.88%-1008.4pp | 803.00%-781.5pp | 345.46%-324.0pp |
| Employer contribution / active EE | $3,816 | $5,857-34.9% | $5,144-25.8% | $4,764-19.9% |
| Participant deferral / active EE | $2,439 | $5,948-59.0% | $5,198-53.1% | $5,851-58.3% |
| Admin fee / account holder | $7,688 | $17,112-55.1% | $13,956-44.9% | $11,601-33.7% |