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 | $40,087 | $87,834-54.4% | $133,975-70.1% | $62,881-36.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.89% | 12.05%-2.2pp | 29.29%-19.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $4,842 | $3,482+39.1% | $5,211-7.1% | $2,281+112.3% |
| Participant deferral / active EE | $4,328 | $4,812-10.1% | $6,282-31.1% | $3,203+35.1% |
| Admin fee / account holder | $3,942 | $5,372-26.6% | $9,324-57.7% | $4,296-8.2% |