Filed May 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,936 | $93,064-19.5% | $74,577+0.5% | $273,972-72.6% |
| Participation rate | 63.2% | 74.9%-11.8pp | 68.1%-5.0pp | 83.0%-19.9pp |
| Annual return | -0.12% | 26.18%-26.3pp | 20.47%-20.6pp | 41.46%-41.6pp |
| Employer contribution / active EE | $2,142 | $3,160-32.2% | $2,525-15.2% | $4,869-56.0% |
| Participant deferral / active EE | $4,790 | $4,160+15.1% | $3,458+38.5% | $5,287-9.4% |
| Admin fee / account holder | $32,199 | $5,273+510.6% | $4,138+678.1% | $10,133+217.8% |