Filed January 18, 2024 (most recent of 10 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 | $30,020 | $65,434-54.1% | $98,483-69.5% | $85,847-65.0% |
| Participation rate | 85.9% | 65.0%+20.9pp | 73.3%+12.6pp | 69.3%+16.6pp |
| Annual return | 24.50% | 21.75%+2.7pp | 1494.38%-1469.9pp | 318.61%-294.1pp |
| Employer contribution / active EE | $5,417 | $2,169+149.8% | $2,961+83.0% | $2,565+111.2% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,706 | $4,595-41.1% | $5,953-54.5% | $6,261-56.8% |