Filed June 18, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,521 | $93,589-40.7% | $135,942-59.2% | $75,181-26.1% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 43.80% | 30.90%+12.9pp | 68.28%-24.5pp | 160.69%-116.9pp |
| Employer contribution / active EE | $9,412 | $3,537+166.1% | $4,858+93.8% | $2,671+252.4% |
| Participant deferral / active EE | $30,875 | $6,405+382.0% | $7,759+297.9% | $4,126+648.3% |
| Admin fee / account holder | $8,677 | $6,977+24.4% | $10,764-19.4% | $5,650+53.6% |