Filed January 24, 2023 (most recent of 3 filings on file)
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 | $208,510 | $58,258+257.9% | $81,820+154.8% | $80,925+157.7% |
| Participation rate | 97.6% | 63.5%+34.1pp | 72.4%+25.2pp | 67.7%+29.9pp |
| Annual return | 14.56% | 41.76%-27.2pp | 777.93%-763.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $5,865 | $2,345+150.1% | $2,915+101.2% | $2,756+112.8% |
| Participant deferral / active EE | $11,701 | $3,284+256.4% | $4,323+170.7% | $4,299+172.2% |
| Admin fee / account holder | $40,816 | $4,976+720.2% | $7,391+452.3% | $6,940+488.1% |