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 | $81,476+98.0% | $102,383+57.5% | $80,925+99.3% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.7%+29.3pp |
| Annual return | 63.58% | 25.59%+38.0pp | 24.94%+38.6pp | 35.65%+27.9pp |
| Employer contribution / active EE | $9,307 | $3,105+199.8% | $3,870+140.5% | $2,756+237.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,222 | $6,717-37.1% | $8,391-49.7% | $6,940-39.2% |