Filed September 16, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,541 | $49,451+62.9% | $79,551+1.2% | $66,923+20.3% |
| Participation rate | 53.3% | 61.3%-8.1pp | 69.5%-16.2pp | 69.8%-16.5pp |
| Annual return | -11.95% | 84.25%-96.2pp | 0.14%-12.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $621 | $1,266-50.9% | $2,413-74.3% | $2,545-75.6% |
| Participant deferral / active EE | $3,189 | $3,159+0.9% | $3,985-20.0% | $4,237-24.8% |
| Admin fee / account holder | $524 | $595-11.8% | $6,833-92.3% | $593-11.6% |