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 | $26,103 | $85,171-69.4% | $172,752-84.9% | $72,975-64.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 34.75% | 27.32%+7.4pp | 802.97%-768.2pp | 81.01%-46.3pp |
| Employer contribution / active EE | $2,133 | $3,324-35.8% | $5,144-58.5% | $2,440-12.6% |
| Participant deferral / active EE | $1,121 | $3,260-65.6% | $5,198-78.4% | $3,608-68.9% |
| Admin fee / account holder | $7,362 | $5,880+25.2% | $13,955-47.2% | $5,124+43.7% |