Filed August 27, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $98,267 | $160,040-38.6% | $147,096-33.2% | $145,877-32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 259.63% | 98.49%+161.1pp | 419.75%-160.1pp | 551.28%-291.7pp |
| Employer contribution / active EE | $65,555 | $5,289+1139.4% | $4,936+1228.1% | $4,663+1305.9% |
| Participant deferral / active EE | $19,159 | $8,429+127.3% | $8,071+137.4% | $6,691+186.4% |
| Admin fee / account holder | $14,856 | $15,050-1.3% | $13,005+14.2% | $13,402+10.8% |