Filed November 18, 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.
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 | $89,563 | $82,028+9.2% | $123,105-27.2% | $59,633+50.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.35% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $2,641 | $3,297-19.9% | $5,151-48.7% | $2,203+19.9% |
| Participant deferral / active EE | $2,713 | $4,667-41.9% | $6,229-56.4% | $3,192-15.0% |
| Admin fee / account holder | $28,140 | $5,879+378.7% | $9,014+212.2% | $4,297+554.9% |