Filed August 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 | $49,408 | $56,199-12.1% | $67,652-27.0% | $59,632-17.1% |
| Participation rate | 98.2% | 71.5%+26.7pp | 75.7%+22.6pp | 68.7%+29.5pp |
| Annual return | -2.33% | 18505.31%-18507.6pp | 6625.04%-6627.4pp | 2041.32%-2043.6pp |
| Employer contribution / active EE | $2,140 | $1,614+32.5% | $2,266-5.6% | $2,203-2.9% |
| Participant deferral / active EE | $3,283 | $2,844+15.5% | $3,560-7.8% | $3,192+2.9% |
| Admin fee / account holder | $4,517 | $3,958+14.1% | $4,821-6.3% | $4,297+5.1% |