Filed September 18, 2023
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 | $49,337 | $165,939-70.3% | $122,354-59.7% | $147,586-66.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.06% | 34.56%-21.5pp | 30.28%-17.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $3,786 | $5,754-34.2% | $4,051-6.6% | $4,876-22.4% |
| Participant deferral / active EE | $4,423 | $4,005+10.4% | $3,287+34.6% | $5,439-18.7% |
| Admin fee / account holder | $2,391 | $7,425-67.8% | $5,479-56.4% | $10,886-78.0% |