Filed December 27, 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 | $35,390 | $45,152-21.6% | $73,843-52.1% | $59,632-40.7% |
| Participation rate | 80.3% | 64.0%+16.3pp | 73.4%+6.8pp | 68.7%+11.6pp |
| Annual return | 1.99% | 27.40%-25.4pp | 2267.91%-2265.9pp | 2041.32%-2039.3pp |
| Employer contribution / active EE | $1,701 | $1,902-10.6% | $2,787-39.0% | $2,203-22.8% |
| Participant deferral / active EE | $3,555 | $2,574+38.1% | $3,583-0.8% | $3,192+11.4% |
| Admin fee / account holder | $1,786 | $3,516-49.2% | $4,880-63.4% | $4,297-58.4% |