Filed October 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,069 | $138,393+46.7% | $184,256+10.2% | $80,959+150.8% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.7%+24.9pp |
| Annual return | 10.78% | 20.01%-9.2pp | 28.85%-18.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $5,625 | $4,847+16.0% | $6,427-12.5% | $2,757+104.0% |
| Participant deferral / active EE | $11,027 | $7,076+55.8% | $9,133+20.7% | $4,300+156.4% |
| Admin fee / account holder | $5,323 | $10,489-49.3% | $13,899-61.7% | $6,925-23.1% |