Filed November 23, 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 | $78,772 | $77,816+1.2% | $123,552-36.2% | $64,173+22.7% |
| Participation rate | 55.2% | 74.7%-19.5pp | 82.3%-27.1pp | 69.6%-14.4pp |
| Annual return | 37.22% | 12.49%+24.7pp | 119.20%-82.0pp | 7.63%+29.6pp |
| Employer contribution / active EE | $2,179 | $3,014-27.7% | $4,628-52.9% | $2,381-8.5% |
| Participant deferral / active EE | $3,352 | $5,240-36.0% | $6,426-47.8% | $3,470-3.4% |
| Admin fee / account holder | $734 | $5,519-86.7% | $9,285-92.1% | $4,887-85.0% |