Filed February 15, 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 | $85,460 | $71,878+18.9% | $86,698-1.4% | $68,486+24.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.52% | 3.53%-16.1pp | 35.95%-48.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $6,096 | $2,173+180.5% | $2,837+114.9% | $2,597+134.8% |
| Participant deferral / active EE | $5,687 | $3,779+50.5% | $4,656+22.1% | $4,028+41.2% |
| Admin fee / account holder | $5,089 | $6,113-16.8% | $7,493-32.1% | $5,404-5.8% |