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 | $210,285 | $57,330+266.8% | $86,656+142.7% | $75,177+179.7% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 18.17% | 2675.40%-2657.2pp | 593.09%-574.9pp | 160.75%-142.6pp |
| Employer contribution / active EE | $6,270 | $2,316+170.7% | $3,025+107.3% | $2,671+134.7% |
| Participant deferral / active EE | $13,370 | $3,320+302.7% | $4,439+201.2% | $4,126+224.0% |
| Admin fee / account holder | $8,917 | $4,115+116.7% | $5,619+58.7% | $5,651+57.8% |