Filed November 8, 2024 (most recent of 2 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 8-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 | $58,641 | $57,305+2.3% | $86,640-32.3% | $75,173-22.0% |
| Participation rate | 82.6% | 63.2%+19.4pp | 71.7%+10.9pp | 67.2%+15.4pp |
| Annual return | 20.02% | 2674.24%-2654.2pp | 592.52%-572.5pp | 160.72%-140.7pp |
| Employer contribution / active EE | $2,702 | $2,316+16.6% | $3,024-10.7% | $2,671+1.2% |
| Participant deferral / active EE | $7,172 | $3,320+116.1% | $4,438+61.6% | $4,126+73.8% |
| Admin fee / account holder | $2,787 | $4,116-32.3% | $5,616-50.4% | $5,651-50.7% |