Filed March 29, 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 | $225,631 | $76,912+193.4% | $129,118+74.7% | $68,486+229.5% |
| Participation rate | 97.7% | 69.1%+28.5pp | 77.2%+20.4pp | 67.9%+29.8pp |
| Annual return | -10.32% | -9.78%-0.5pp | -10.94%+0.6pp | -7.85%-2.5pp |
| Employer contribution / active EE | $12,999 | $3,243+300.9% | $5,051+157.3% | $2,597+400.6% |
| Participant deferral / active EE | $8,359 | $4,732+76.6% | $6,539+27.8% | $4,028+107.5% |
| Admin fee / account holder | $1,152 | $6,638-82.6% | $14,305-91.9% | $5,404-78.7% |