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 | $74,982 | $87,106-13.9% | $105,607-29.0% | $80,935-7.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 10.82% | 17.01%-6.2pp | 116.11%-105.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $4,877 | $2,396+103.5% | $3,167+54.0% | $2,757+76.9% |
| Participant deferral / active EE | $3,760 | $3,986-5.7% | $5,011-25.0% | $4,299-12.6% |
| Admin fee / account holder | $1,179 | $8,447-86.0% | $10,958-89.2% | $6,924-83.0% |