Filed October 28, 2022 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,141 | $138,078+143.4% | $125,363+168.1% | $134,509+149.9% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -18.24% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $8,146 | $5,245+55.3% | $4,815+69.2% | $4,741+71.8% |
| Participant deferral / active EE | $17,476 | $7,800+124.1% | $7,447+134.7% | $6,400+173.1% |
| Admin fee / account holder | $2,500 | $11,566-78.4% | $10,005-75.0% | $11,427-78.1% |