Filed December 1, 2021
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 | $79,147 | $60,504+30.8% | $81,882-3.3% | $74,478+6.3% |
| Participation rate | 84.3% | 62.9%+21.4pp | 72.4%+12.0pp | 67.2%+17.1pp |
| Annual return | 21.50% | 16.91%+4.6pp | 779.47%-758.0pp | 1370.56%-1349.1pp |
| Employer contribution / active EE | $3,189 | $2,627+21.4% | $2,916+9.4% | $2,626+21.4% |
| Participant deferral / active EE | $7,447 | $3,400+119.1% | $4,323+72.3% | $4,350+71.2% |
| Admin fee / account holder | $3,151 | $1,492+111.2% | $7,360-57.2% | $1,946+61.9% |