Filed June 17, 2022 (most recent of 2 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 | $116,602 | $51,638+125.8% | $68,368+70.6% | $82,448+41.4% |
| Participation rate | 95.1% | 63.6%+31.5pp | 73.8%+21.3pp | 68.1%+27.0pp |
| Annual return | 15.02% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $7,642 | $2,047+273.4% | $2,649+188.5% | $2,551+199.6% |
| Participant deferral / active EE | $7,639 | $2,914+162.2% | $4,123+85.3% | $4,139+84.5% |
| Admin fee / account holder | $14,165 | $4,643+205.1% | $5,150+175.1% | $7,234+95.8% |