Filed May 20, 2024
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 | $60,002 | $43,344+38.4% | $59,899+0.2% | $64,173-6.5% |
| Participation rate | 94.3% | 69.2%+25.1pp | 74.7%+19.6pp | 69.6%+24.7pp |
| Annual return | 12.99% | -1.55%+14.5pp | 3.46%+9.5pp | 7.63%+5.4pp |
| Employer contribution / active EE | $11,593 | $2,030+471.2% | $2,723+325.8% | $2,381+386.9% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,239 | $3,008-25.6% | $3,592-37.7% | $4,887-54.2% |