Filed August 3, 2023
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,836 | $65,367-39.1% | $92,915-57.1% | $72,976-45.4% |
| Participation rate | 89.9% | 68.3%+21.6pp | 76.0%+13.9pp | 69.5%+20.4pp |
| Annual return | 34.41% | 42.11%-7.7pp | 109.45%-75.0pp | 81.02%-46.6pp |
| Employer contribution / active EE | $5,089 | $2,594+96.2% | $3,653+39.3% | $2,440+108.6% |
| Participant deferral / active EE | $1,201 | $3,128-61.6% | $4,238-71.7% | $3,608-66.7% |
| Admin fee / account holder | $941 | $4,251-77.9% | $5,796-83.8% | $5,124-81.6% |