Filed December 28, 2023
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 | $77,851 | $50,464+54.3% | $75,784+2.7% | $52,331+48.8% |
| Participation rate | 97.0% | 66.8%+30.2pp | 75.8%+21.2pp | 68.1%+28.9pp |
| Annual return | 3.59% | 1.03%+2.6pp | 9.68%-6.1pp | 4.54%-1.0pp |
| Employer contribution / active EE | $3,109 | $1,988+56.4% | $3,323-6.4% | $1,882+65.2% |
| Participant deferral / active EE | $6,894 | $2,570+168.2% | $3,652+88.8% | $3,022+128.1% |
| Admin fee / account holder | $2,366 | $1,103+114.5% | $5,300-55.4% | $592+300.0% |