Filed September 11, 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 | $111,545 | $58,311+91.3% | $81,882+36.2% | $80,959+37.8% |
| Participation rate | 92.1% | 63.5%+28.6pp | 72.4%+19.7pp | 67.7%+24.4pp |
| Annual return | 15.11% | 41.85%-26.7pp | 779.47%-764.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $4,622 | $2,347+96.9% | $2,916+58.5% | $2,757+67.6% |
| Participant deferral / active EE | $6,654 | $3,287+102.4% | $4,323+53.9% | $4,300+54.7% |
| Admin fee / account holder | $3,736 | $4,752-21.4% | $7,360-49.2% | $6,925-46.1% |