Filed March 13, 2023
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,944 | $100,060-17.1% | $149,721-44.6% | $70,126+18.3% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 31.74% | 27.46%+4.3pp | 1501.67%-1469.9pp | 73.15%-41.4pp |
| Employer contribution / active EE | $4,477 | $3,661+22.3% | $5,444-17.8% | $2,343+91.1% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,657 | $8,285-67.9% | $11,282-76.5% | $4,645-42.8% |