Filed May 27, 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 | $63,237 | $88,186-28.3% | $165,071-61.7% | $74,459-15.1% |
| Participation rate | 68.6% | 73.1%-4.6pp | 78.6%-10.1pp | 67.2%+1.3pp |
| Annual return | 16.01% | 17.13%-1.1pp | 70.17%-54.2pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $2,358 | $2,600-9.3% | $4,347-45.8% | $2,626-10.2% |
| Participant deferral / active EE | $3,964 | $4,505-12.0% | $6,035-34.3% | $4,350-8.9% |
| Admin fee / account holder | $7,591 | $2,234+239.8% | $12,695-40.2% | $1,945+290.3% |