Filed December 16, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,313 | $60,139+41.9% | $90,461-5.7% | $79,856+6.8% |
| Participation rate | 96.1% | 65.0%+31.1pp | 72.7%+23.4pp | 69.6%+26.4pp |
| Annual return | 20.04% | 71.96%-51.9pp | 1294.76%-1274.7pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,989 | $2,069+44.5% | $3,264-8.4% | $2,471+21.0% |
| Participant deferral / active EE | $5,962 | $2,939+102.9% | $3,964+50.4% | $3,741+59.4% |
| Admin fee / account holder | $3,262 | $3,978-18.0% | $5,617-41.9% | $5,306-38.5% |