Filed March 11, 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.
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 | $102,857 | $54,380+89.1% | $68,509+50.1% | $59,633+72.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.43% | 2.83%-3.3pp | 8.27%-8.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $4,908 | $1,539+219.0% | $2,278+115.5% | $2,203+122.8% |
| Participant deferral / active EE | $1,362 | $2,643-48.5% | $3,382-59.7% | $3,192-57.3% |
| Admin fee / account holder | $1,059 | $3,885-72.7% | $5,275-79.9% | $4,297-75.3% |