Filed November 15, 2023
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 | $69,303 | $45,079+53.7% | $69,461-0.2% | $72,983-5.0% |
| Participation rate | 95.1% | 68.5%+26.6pp | 74.6%+20.5pp | 69.5%+25.6pp |
| Annual return | 47.45% | 22.65%+24.8pp | 28.97%+18.5pp | 81.01%-33.6pp |
| Employer contribution / active EE | $2,119 | $2,055+3.1% | $2,779-23.8% | $2,440-13.1% |
| Participant deferral / active EE | $6,087 | $2,603+133.9% | $3,536+72.2% | $3,608+68.7% |
| Admin fee / account holder | $5,824 | $3,056+90.6% | $3,840+51.7% | $5,124+13.7% |