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 | $161,302 | $81,446+98.0% | $103,374+56.0% | $80,874+99.4% |
| Participation rate | 97.0% | 66.9%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 63.58% | 25.57%+38.0pp | 24.89%+38.7pp | 35.62%+28.0pp |
| Employer contribution / active EE | $9,307 | $3,107+199.5% | $3,869+140.5% | $2,756+237.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,222 | $6,715-37.1% | $8,394-49.7% | $6,935-39.1% |