Filed November 5, 2024 (most recent of 2 filings on file)
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 | $124,077 | $146,267-15.2% | $197,124-37.1% | $82,448+50.5% |
| Participation rate | 98.5% | 84.0%+14.5pp | 86.7%+11.8pp | 68.1%+30.5pp |
| Annual return | 18.45% | 29.61%-11.2pp | 44.34%-25.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $6,479 | $4,723+37.2% | $6,227+4.0% | $2,551+154.0% |
| Participant deferral / active EE | $6,730 | $7,035-4.3% | $9,135-26.3% | $4,139+62.6% |
| Admin fee / account holder | $18,757 | $14,422+30.1% | $16,298+15.1% | $7,234+159.3% |