Filed October 8, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $153,262 | $57,073+168.5% | $85,126+80.0% | $80,925+89.4% |
| Participation rate | 84.1% | 56.4%+27.7pp | 67.5%+16.6pp | 67.7%+16.4pp |
| Annual return | 26.50% | 21.69%+4.8pp | 66.63%-40.1pp | 35.65%-9.2pp |
| Employer contribution / active EE | $4,186 | $1,801+132.5% | $2,731+53.3% | $2,756+51.9% |
| Participant deferral / active EE | $12,015 | $3,113+286.0% | $4,523+165.6% | $4,299+179.5% |
| Admin fee / account holder | $7,611 | $4,988+52.6% | $6,160+23.6% | $6,940+9.7% |