Filed April 8, 2024
Total covered: 17 employees
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 | $58,206 | $56,197+3.6% | $67,652-14.0% | $59,633-2.4% |
| Participation rate | 92.1% | 71.5%+20.6pp | 75.7%+16.4pp | 68.7%+23.4pp |
| Annual return | -0.40% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $416 | $1,615-74.3% | $2,266-81.7% | $2,203-81.1% |
| Participant deferral / active EE | $4,605 | $2,844+62.0% | $3,560+29.4% | $3,192+44.3% |
| Admin fee / account holder | $1,047 | $3,958-73.5% | $4,821-78.3% | $4,297-75.6% |