Filed September 23, 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.
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 | $14,170 | $83,337-83.0% | $67,834-79.1% | $273,972-94.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 3.56% | 259.45%-255.9pp | 138.47%-134.9pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,350 | $3,287-58.9% | $2,403-43.8% | $4,869-72.3% |
| Participant deferral / active EE | $3,304 | $4,088-19.2% | $3,160+4.6% | $5,287-37.5% |
| Admin fee / account holder | $576 | $6,752-91.5% | $4,622-87.5% | $10,133-94.3% |