Filed February 1, 2023
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 | $208,953 | $154,228+35.5% | $145,433+43.7% | $137,256+52.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 13.69% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,468 | $4,804-7.0% | $4,554-1.9% | $4,156+7.5% |
| Participant deferral / active EE | $15,247 | $8,216+85.6% | $7,897+93.1% | $6,407+138.0% |
| Admin fee / account holder | $53,795 | $14,344+275.0% | $13,129+309.7% | $12,270+338.4% |