Filed February 24, 2023
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 | $229,827 | $146,267+57.1% | $197,124+16.6% | $82,448+178.8% |
| Participation rate | 97.4% | 84.0%+13.4pp | 86.7%+10.7pp | 68.1%+29.4pp |
| Annual return | 19.18% | 29.61%-10.4pp | 44.34%-25.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $11,221 | $4,723+137.6% | $6,227+80.2% | $2,551+339.9% |
| Participant deferral / active EE | $18,810 | $7,035+167.4% | $9,135+105.9% | $4,139+354.4% |
| Admin fee / account holder | $1,108 | $14,422-92.3% | $16,298-93.2% | $7,234-84.7% |