Filed December 29, 2023
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 | $80,813 | $184,000-56.1% | $162,185-50.2% | $152,909-47.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.02% | 150.80%-123.8pp | 115.61%-88.6pp | 345.46%-318.4pp |
| Employer contribution / active EE | $5,924 | $6,370-7.0% | $5,613+5.5% | $4,764+24.3% |
| Participant deferral / active EE | $12,020 | $8,033+49.6% | $7,297+64.7% | $5,851+105.4% |
| Admin fee / account holder | $3,380 | $13,124-74.2% | $10,844-68.8% | $11,601-70.9% |