Filed February 1, 2024 (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 | $134,432 | $101,752+32.1% | $164,928-18.5% | $80,911+66.1% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 13.78% | 16.73%-2.9pp | 70.08%-56.3pp | 35.63%-21.8pp |
| Employer contribution / active EE | $3,914 | $2,953+32.5% | $4,343-9.9% | $2,756+42.0% |
| Participant deferral / active EE | $9,027 | $4,477+101.6% | $6,034+49.6% | $4,297+110.1% |
| Admin fee / account holder | $18,849 | $8,218+129.4% | $12,684+48.6% | $6,935+171.8% |