Filed December 13, 2024 (most recent of 3 filings on file)
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 | $54,003 | $94,529-42.9% | $140,019-61.4% | $64,173-15.8% |
| Participation rate | 83.3% | 84.1%-0.8pp | 87.5%-4.2pp | 69.6%+13.8pp |
| Annual return | -5.14% | 7.77%-12.9pp | 651.17%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,558 | $3,812-59.1% | $5,605-72.2% | $2,381-34.6% |
| Participant deferral / active EE | $3,378 | $5,250-35.6% | $6,927-51.2% | $3,470-2.6% |
| Admin fee / account holder | $2,011 | $6,741-70.2% | $10,705-81.2% | $4,887-58.9% |