Filed November 21, 2024 (most recent of 2 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 9-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 | $77,830 | $201,344-61.3% | $184,243-57.8% | $145,877-46.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.76% | 29.01%-3.2pp | 28.82%-3.1pp | 551.28%-525.5pp |
| Employer contribution / active EE | $2,731 | $7,022-61.1% | $6,427-57.5% | $4,663-41.4% |
| Participant deferral / active EE | $4,631 | $9,807-52.8% | $9,132-49.3% | $6,691-30.8% |
| Admin fee / account holder | $1,028 | $16,382-93.7% | $13,914-92.6% | $13,402-92.3% |