Filed October 26, 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 | $79,609 | $162,785-51.1% | $133,959-40.6% | $158,950-49.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.31% | 41.94%-28.6pp | 45.09%-31.8pp | 302.91%-289.6pp |
| Employer contribution / active EE | $2,862 | $4,975-42.5% | $3,919-27.0% | $4,762-39.9% |
| Participant deferral / active EE | $5,056 | $5,910-14.5% | $5,047+0.2% | $5,983-15.5% |
| Admin fee / account holder | $1,214 | $11,738-89.7% | $8,928-86.4% | $11,248-89.2% |