Filed December 16, 2022
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 | $58,131 | $138,068-57.9% | $125,358-53.6% | $134,493-56.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.86% | 750.30%-768.2pp | 572.03%-589.9pp | 418.01%-435.9pp |
| Employer contribution / active EE | $6,649 | $5,244+26.8% | $4,814+38.1% | $4,740+40.3% |
| Participant deferral / active EE | $8,041 | $7,799+3.1% | $7,447+8.0% | $6,400+25.6% |
| Admin fee / account holder | $1,295 | $11,568-88.8% | $10,007-87.1% | $11,425-88.7% |