Filed November 7, 2024 (most recent of 3 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 | $48,819 | $100,060-51.2% | $149,721-67.4% | $70,126-30.4% |
| Participation rate | 73.8% | 83.6%-9.7pp | 87.1%-13.2pp | 69.5%+4.3pp |
| Annual return | 27.45% | 27.46%0pp | 1501.67%-1474.2pp | 73.15%-45.7pp |
| Employer contribution / active EE | $1,674 | $3,661-54.3% | $5,444-69.3% | $2,343-28.5% |
| Participant deferral / active EE | $3,818 | $4,982-23.4% | $6,568-41.9% | $3,332+14.6% |
| Admin fee / account holder | $6,617 | $8,285-20.1% | $11,282-41.4% | $4,645+42.4% |