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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,118 | $22,602+174.8% | $65,566-5.3% | $75,173-17.4% |
| Participation rate | 64.3% | 63.1%+1.2pp | 64.9%-0.6pp | 67.2%-2.9pp |
| Annual return | -6.93% | 71.13%-78.1pp | 47.40%-54.3pp | 160.72%-167.6pp |
| Employer contribution / active EE | $5,537 | $941+488.4% | $1,692+227.3% | $2,671+107.3% |
| Participant deferral / active EE | $3,617 | $1,695+113.4% | $2,832+27.7% | $4,126-12.3% |
| Admin fee / account holder | $8,624 | $1,877+359.4% | $4,114+109.6% | $5,651+52.6% |