Filed October 3, 2023 (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 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 | $23,173 | $93,589-75.2% | $135,942-83.0% | $75,181-69.2% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 20.82% | 30.90%-10.1pp | 68.28%-47.5pp | 160.69%-139.9pp |
| Employer contribution / active EE | $2,572 | $3,537-27.3% | $4,858-47.1% | $2,671-3.7% |
| Participant deferral / active EE | $3,480 | $6,405-45.7% | $7,759-55.2% | $4,126-15.7% |
| Admin fee / account holder | $2,024 | $6,977-71.0% | $10,764-81.2% | $5,650-64.2% |