Filed February 26, 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 | $212,682 | $60,119+253.8% | $90,430+135.2% | $79,858+166.3% |
| Participation rate | 91.1% | 65.0%+26.2pp | 72.7%+18.5pp | 69.6%+21.5pp |
| Annual return | 14.88% | 71.94%-57.1pp | 1293.73%-1278.8pp | 31.72%-16.8pp |
| Employer contribution / active EE | $8,671 | $2,068+319.4% | $3,262+165.8% | $2,471+250.9% |
| Participant deferral / active EE | $7,456 | $2,938+153.8% | $3,963+88.2% | $3,740+99.3% |
| Admin fee / account holder | $10,834 | $3,976+172.5% | $5,613+93.0% | $5,306+104.2% |