Filed March 14, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,544 | $105,200-48.2% | $159,474-65.8% | $85,847-36.5% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.8%+15.0pp | 69.3%+28.6pp |
| Annual return | 15.37% | 45.08%-29.7pp | 263.68%-248.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $2,083 | $3,319-37.2% | $4,831-56.9% | $2,565-18.8% |
| Participant deferral / active EE | $8,334 | $5,946+40.2% | $7,353+13.3% | $3,952+110.9% |
| Admin fee / account holder | $1,433 | $6,934-79.3% | $10,802-86.7% | $6,261-77.1% |