Filed October 26, 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 | $20,303 | $75,832-73.2% | $147,617-86.2% | $59,633-66.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.73% | 0.37%+0.4pp | 61.98%-61.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $2,008 | $3,485-42.4% | $5,564-63.9% | $2,203-8.8% |
| Participant deferral / active EE | $872 | $3,131-72.1% | $4,895-82.2% | $3,192-72.7% |
| Admin fee / account holder | $2,033 | $5,986-66.0% | $11,612-82.5% | $4,297-52.7% |