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 | $198,847 | $160,040+24.2% | $147,096+35.2% | $145,877+36.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.82% | 98.49%-82.7pp | 419.75%-403.9pp | 551.28%-535.5pp |
| Employer contribution / active EE | $11,259 | $5,289+112.9% | $4,936+128.1% | $4,663+141.4% |
| Participant deferral / active EE | $17,779 | $8,429+110.9% | $8,071+120.3% | $6,691+165.7% |
| Admin fee / account holder | $18,592 | $15,050+23.5% | $13,005+43.0% | $13,402+38.7% |