Filed June 7, 2023
Sign up free to preview peer percentile detail
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 | $191,273 | $81,476+134.8% | $102,383+86.8% | $80,925+136.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 336.48% | 25.59%+310.9pp | 24.94%+311.5pp | 35.65%+300.8pp |
| Employer contribution / active EE | $16,701 | $3,105+437.9% | $3,870+331.5% | $2,756+505.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,611 | $6,717+28.2% | $8,391+2.6% | $6,940+24.1% |