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 | $56,371 | $107,368-47.5% | $92,915-39.3% | $152,909-63.1% |
| Participation rate | 82.6% | 79.8%+2.8pp | 76.0%+6.6pp | 82.5%+0.2pp |
| Annual return | 29.24% | 145.64%-116.4pp | 109.45%-80.2pp | 345.46%-316.2pp |
| Employer contribution / active EE | $6,099 | $4,222+44.4% | $3,653+66.9% | $4,764+28.0% |
| Participant deferral / active EE | $4,883 | $4,848+0.7% | $4,238+15.2% | $5,851-16.6% |
| Admin fee / account holder | $3,306 | $7,082-53.3% | $5,796-43.0% | $11,601-71.5% |