Filed October 30, 2024
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 | $76,132 | $140,592-45.8% | $123,105-38.2% | $125,389-39.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.44% | 16.80%-17.2pp | 13.22%-13.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $10,310 | $6,041+70.7% | $5,151+100.2% | $4,866+111.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20,357 | $11,198+81.8% | $9,014+125.8% | $9,541+113.4% |