Filed June 26, 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 | $81,399 | $41,377+96.7% | $109,313-25.5% | $62,881+29.4% |
| Participation rate | 81.8% | 57.5%+24.3pp | 71.3%+10.6pp | 69.3%+12.5pp |
| Annual return | 5.75% | 11.05%-5.3pp | 22.07%-16.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $616 | $1,276-51.7% | $3,892-84.2% | $2,281-73.0% |
| Participant deferral / active EE | $2,635 | $2,045+28.9% | $3,166-16.8% | $3,203-17.7% |
| Admin fee / account holder | $8,454 | $2,884+193.1% | $5,666+49.2% | $4,296+96.8% |