Filed May 10, 2024
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 | $30,832 | $99,345-69.0% | $84,753-63.6% | $273,972-88.7% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 9.46% | 22.93%-13.5pp | 22.78%-13.3pp | 41.46%-32.0pp |
| Employer contribution / active EE | $8,343 | $4,214+98.0% | $3,574+133.4% | $4,869+71.4% |
| Participant deferral / active EE | $4,438 | $4,270+3.9% | $3,712+19.6% | $5,287-16.1% |
| Admin fee / account holder | $3,838 | $6,645-42.3% | $5,333-28.0% | $10,133-62.1% |