Filed December 20, 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.
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 | $71,996 | $44,103+63.2% | $75,826-5.1% | $64,173+12.2% |
| Participation rate | 96.7% | 62.7%+33.9pp | 68.2%+28.4pp | 69.6%+27.1pp |
| Annual return | 18.03% | -4.72%+22.7pp | 1914.15%-1896.1pp | 7.63%+10.4pp |
| Employer contribution / active EE | $3,458 | $1,446+139.2% | $1,913+80.7% | $2,381+45.2% |
| Participant deferral / active EE | $2,305 | $2,204+4.6% | $2,862-19.5% | $3,470-33.6% |
| Admin fee / account holder | $10,504 | $3,506+199.6% | $4,726+122.3% | $4,887+114.9% |