Filed February 7, 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 | $176,886 | $51,638+242.6% | $68,368+158.7% | $82,448+114.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 49.58% | 37.53%+12.0pp | 292.57%-243.0pp | 41.64%+7.9pp |
| Employer contribution / active EE | $8,314 | $2,047+306.2% | $2,649+213.8% | $2,551+225.9% |
| Participant deferral / active EE | $6,486 | $2,914+122.6% | $4,123+57.3% | $4,139+56.7% |
| Admin fee / account holder | $981 | $4,643-78.9% | $5,150-81.0% | $7,234-86.4% |