Filed October 1, 2024
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 | $128,829 | $48,314+166.7% | $67,561+90.7% | $80,925+59.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.44% | 18.28%-5.8pp | 3525.44%-3513.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $4,942 | $2,022+144.4% | $2,735+80.7% | $2,756+79.3% |
| Participant deferral / active EE | $2,118 | $2,927-27.6% | $4,003-47.1% | $4,299-50.7% |
| Admin fee / account holder | $12,197 | $3,690+230.6% | $4,006+204.5% | $6,940+75.7% |