Filed March 6, 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 | $180,481 | $217,427-17.0% | $185,837-2.9% | $167,518+7.7% |
| Participation rate | 73.7% | 86.0%-12.4pp | 81.7%-8.0pp | 82.1%-8.4pp |
| Annual return | 28.56% | 148.39%-119.8pp | 122.08%-93.5pp | 478.71%-450.2pp |
| Employer contribution / active EE | $2,457 | $5,874-58.2% | $5,168-52.5% | $4,838-49.2% |
| Participant deferral / active EE | $3,756 | $6,357-40.9% | $5,568-32.6% | $6,342-40.8% |
| Admin fee / account holder | $4,049 | $19,816-79.6% | $16,241-75.1% | $12,312-67.1% |