Filed January 18, 2023
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 | $108,053 | $70,366+53.6% | $66,674+62.1% | $138,895-22.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 15.92% | 386.41%-370.5pp | 321.24%-305.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $4,632 | $2,765+67.5% | $2,620+76.8% | $4,194+10.4% |
| Participant deferral / active EE | $12,409 | $4,374+183.7% | $4,084+203.8% | $6,396+94.0% |
| Admin fee / account holder | $13,917 | $5,262+164.5% | $5,098+173.0% | $12,562+10.8% |