Filed November 18, 2024 (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 | $131,949 | $81,870+61.2% | $119,622+10.3% | $68,486+92.7% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | -15.82% | -23.82%+8.0pp | -14.98%-0.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $11,794 | $2,692+338.1% | $4,232+178.7% | $2,597+354.2% |
| Participant deferral / active EE | $13,252 | $4,148+219.5% | $5,601+136.6% | $4,028+229.0% |
| Admin fee / account holder | $14,584 | $6,583+121.5% | $10,328+41.2% | $5,404+169.9% |