Filed July 27, 2022 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,921 | $88,754+360.7% | $81,820+399.8% | $145,877+180.3% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 11.06% | 1031.77%-1020.7pp | 777.93%-766.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $5,724 | $3,085+85.5% | $2,915+96.4% | $4,663+22.8% |
| Participant deferral / active EE | $12,950 | $4,648+178.6% | $4,323+199.6% | $6,691+93.6% |
| Admin fee / account holder | $5,869 | $8,424-30.3% | $7,391-20.6% | $13,402-56.2% |