Filed February 13, 2024 (most recent of 4 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 | $149,020 | $85,169+75.0% | $172,755-13.7% | $72,983+104.2% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.6pp | 69.5%+26.8pp |
| Annual return | 20.80% | 27.32%-6.5pp | 802.94%-782.1pp | 81.01%-60.2pp |
| Employer contribution / active EE | $4,779 | $3,324+43.8% | $5,144-7.1% | $2,440+95.9% |
| Participant deferral / active EE | $7,495 | $3,260+129.9% | $5,198+44.2% | $3,608+107.8% |
| Admin fee / account holder | $11,386 | $5,880+93.6% | $13,955-18.4% | $5,124+122.2% |