Filed July 10, 2024
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 | $244,795 | $94,766+158.3% | $112,923+116.8% | $139,487+75.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.71% | 40.96%-23.2pp | 34.13%-16.4pp | 373.84%-356.1pp |
| Employer contribution / active EE | $12,900 | $4,636+178.2% | $4,570+182.3% | $4,755+171.3% |
| Participant deferral / active EE | $12,948 | $6,523+98.5% | $6,520+98.6% | $6,713+92.9% |
| Admin fee / account holder | $16,896 | $8,529+98.1% | $7,046+139.8% | $11,407+48.1% |