Filed August 31, 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 | $84,130 | $87,546-3.9% | $75,784+11.0% | $125,389-32.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.76% | 13.49%-16.2pp | 9.68%-12.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $4,567 | $3,930+16.2% | $3,323+37.4% | $4,866-6.1% |
| Participant deferral / active EE | $6,892 | $4,230+63.0% | $3,652+88.7% | $5,352+28.8% |
| Admin fee / account holder | $7,771 | $6,503+19.5% | $5,300+46.6% | $9,541-18.6% |