Filed May 6, 2022
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 | $47,587 | $58,726-19.0% | $142,898-66.7% | $85,847-44.6% |
| Participation rate | 46.4% | 58.5%-12.1pp | 72.0%-25.5pp | 69.3%-22.9pp |
| Annual return | 12.03% | 27.73%-15.7pp | 5639.64%-5627.6pp | 318.61%-306.6pp |
| Employer contribution / active EE | $757 | $1,424-46.8% | $4,146-81.7% | $2,565-70.5% |
| Participant deferral / active EE | $2,887 | $2,609+10.7% | $3,838-24.8% | $3,952-26.9% |
| Admin fee / account holder | $3,343 | $4,234-21.0% | $6,560-49.0% | $6,261-46.6% |