Filed January 4, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,860 | $125,797-90.6% | $170,057-93.0% | $75,177-84.2% |
| Participation rate | 77.1% | 83.6%-6.5pp | 87.0%-9.9pp | 67.2%+9.9pp |
| Annual return | 24.55% | 27.20%-2.6pp | 53.42%-28.9pp | 160.75%-136.2pp |
| Employer contribution / active EE | $2,284 | $4,616-50.5% | $6,790-66.4% | $2,671-14.5% |
| Participant deferral / active EE | $3,109 | $6,838-54.5% | $10,411-70.1% | $4,126-24.7% |
| Admin fee / account holder | $410 | $8,177-95.0% | $12,826-96.8% | $5,651-92.7% |