Filed February 3, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,824 | $82,028-60.0% | $123,105-73.3% | $59,633-45.0% |
| Participation rate | 96.2% | 83.2%+13.0pp | 86.8%+9.4pp | 68.7%+27.5pp |
| Annual return | 2.76% | 5.12%-2.4pp | 13.22%-10.5pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $1,632 | $3,297-50.5% | $5,151-68.3% | $2,203-25.9% |
| Participant deferral / active EE | $1,219 | $4,667-73.9% | $6,229-80.4% | $3,192-61.8% |
| Admin fee / account holder | $4,995 | $5,879-15.0% | $9,014-44.6% | $4,297+16.2% |