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 | $74,415 | $49,249+51.1% | $70,476+5.6% | $79,852-6.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.72% | 30.09%-20.4pp | 109.12%-99.4pp | 31.72%-22.0pp |
| Employer contribution / active EE | $1,608 | $2,100-23.4% | $2,738-41.3% | $2,471-34.9% |
| Participant deferral / active EE | $4,638 | $2,769+67.5% | $3,710+25.0% | $3,740+24.0% |
| Admin fee / account holder | $5,818 | $2,878+102.2% | $3,847+51.2% | $5,306+9.6% |