Filed August 15, 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.
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 | $176,136 | $51,642+241.1% | $129,384+36.1% | $80,935+117.6% |
| Participation rate | 46.2% | 56.9%-10.8pp | 69.6%-23.5pp | 67.7%-21.5pp |
| Annual return | 15.97% | 20.78%-4.8pp | 9461.77%-9445.8pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,766 | $1,583+11.5% | $4,153-57.5% | $2,757-35.9% |
| Participant deferral / active EE | $4,728 | $2,670+77.1% | $4,166+13.5% | $4,299+10.0% |
| Admin fee / account holder | $18,053 | $4,312+318.7% | $7,686+134.9% | $6,924+160.7% |