Filed February 27, 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 | $42,959 | $90,486-52.5% | $78,676-45.4% | $273,972-84.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 7.56% | 75.62%-68.1pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,846 | $3,175+21.1% | $2,850+34.9% | $4,869-21.0% |
| Participant deferral / active EE | $6,939 | $3,901+77.9% | $3,517+97.3% | $5,287+31.2% |
| Admin fee / account holder | $1,366 | $5,263-74.1% | $4,510-69.7% | $10,133-86.5% |