Filed September 11, 2023 (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 | $131,192 | $57,330+128.8% | $86,656+51.4% | $75,177+74.5% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 22.13% | 2675.40%-2653.3pp | 593.09%-571.0pp | 160.75%-138.6pp |
| Employer contribution / active EE | $4,777 | $2,316+106.2% | $3,025+57.9% | $2,671+78.9% |
| Participant deferral / active EE | $5,266 | $3,320+58.6% | $4,439+18.6% | $4,126+27.6% |
| Admin fee / account holder | $11,082 | $4,115+169.3% | $5,619+97.2% | $5,651+96.1% |