Filed April 14, 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 | $61,113 | $50,464+21.1% | $75,784-19.4% | $52,331+16.8% |
| Participation rate | 85.8% | 66.8%+19.1pp | 75.8%+10.0pp | 68.1%+17.7pp |
| Annual return | -1.22% | 1.03%-2.3pp | 9.68%-10.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $2,095 | $1,988+5.4% | $3,323-37.0% | $1,882+11.3% |
| Participant deferral / active EE | $3,720 | $2,570+44.7% | $3,652+1.9% | $3,022+23.1% |
| Admin fee / account holder | $5,603 | $1,103+408.0% | $5,300+5.7% | $592+847.0% |