Filed May 31, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,781 | $68,394-19.9% | $94,672-42.1% | $75,177-27.1% |
| Participation rate | 92.8% | 76.1%+16.7pp | 80.8%+11.9pp | 67.2%+25.5pp |
| Annual return | 19.82% | 616.92%-597.1pp | 156.89%-137.1pp | 160.75%-140.9pp |
| Employer contribution / active EE | $1,576 | $2,701-41.7% | $3,673-57.1% | $2,671-41.0% |
| Participant deferral / active EE | $5,890 | $6,536-9.9% | $7,417-20.6% | $4,126+42.7% |
| Admin fee / account holder | $3,545 | $5,326-33.4% | $7,222-50.9% | $5,651-37.3% |