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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,614 | $54,357+24.4% | $82,706-18.2% | $68,495-1.3% |
| Participation rate | 63.7% | 63.9%-0.2pp | 72.6%-8.8pp | 67.9%-4.2pp |
| Annual return | -16.98% | -13.67%-3.3pp | 701.76%-718.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,101 | $2,218-5.3% | $3,007-30.2% | $2,596-19.1% |
| Participant deferral / active EE | $6,021 | $3,246+85.5% | $4,394+37.1% | $4,028+49.5% |
| Admin fee / account holder | $6,767 | $4,396+53.9% | $5,329+27.0% | $5,403+25.2% |