Filed October 13, 2024
Total covered: 2 employees
Sign up free to preview peer percentile detail
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 | $156,538 | $86,949+80.0% | $102,460+52.8% | $80,959+93.4% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.7%+30.6pp |
| Annual return | 647.59% | 18.89%+628.7pp | 29.47%+618.1pp | 35.67%+611.9pp |
| Employer contribution / active EE | $3,294 | $2,370+39.0% | $3,025+8.9% | $2,757+19.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,277 | $8,048+2.9% | $9,460-12.5% | $6,925+19.5% |