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 | $98,819 | $56,134+76.0% | $96,171+2.8% | $85,847+15.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 18.18% | 42.30%-24.1pp | 192.04%-173.9pp | 318.61%-300.4pp |
| Employer contribution / active EE | $5,653 | $1,620+248.9% | $2,799+102.0% | $2,565+120.4% |
| Participant deferral / active EE | $16,581 | $2,858+480.3% | $4,350+281.2% | $3,952+319.5% |
| Admin fee / account holder | $6,348 | $3,769+68.4% | $5,538+14.6% | $6,261+1.4% |