Filed August 29, 2023 (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 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 | $34,914 | $82,028-57.4% | $123,105-71.6% | $59,633-41.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 6.28% | 5.12%+1.2pp | 13.22%-6.9pp | 2041.45%-2035.2pp |
| Employer contribution / active EE | $5,260 | $3,297+59.5% | $5,151+2.1% | $2,203+138.8% |
| Participant deferral / active EE | $4,508 | $4,667-3.4% | $6,229-27.6% | $3,192+41.2% |
| Admin fee / account holder | $1,621 | $5,879-72.4% | $9,014-82.0% | $4,297-62.3% |