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 | $154,948 | $54,763+182.9% | $90,324+71.5% | $72,976+112.3% |
| Participation rate | 96.2% | 65.2%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 20.35% | 30.63%-10.3pp | 78.15%-57.8pp | 81.02%-60.7pp |
| Employer contribution / active EE | $5,601 | $2,093+167.6% | $2,856+96.1% | $2,440+129.5% |
| Participant deferral / active EE | $11,578 | $2,887+301.0% | $3,885+198.0% | $3,608+220.9% |
| Admin fee / account holder | $11,398 | $3,973+186.9% | $5,356+112.8% | $5,124+122.4% |