Filed September 15, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,526 | $57,119-46.6% | $85,187-64.2% | $80,935-62.3% |
| Participation rate | 75.0% | 56.4%+18.6pp | 67.5%+7.5pp | 67.7%+7.3pp |
| Annual return | 22.40% | 21.70%+0.7pp | 66.67%-44.3pp | 35.66%-13.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,372 | $3,115+40.4% | $4,525-3.4% | $4,299+1.7% |
| Admin fee / account holder | $1,440 | $4,990-71.1% | $6,162-76.6% | $6,924-79.2% |