Filed April 8, 2024
Total covered: 17 employees
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,124 | $80,983+220.0% | $96,544+168.4% | $75,177+244.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 37.89% | 27.05%+10.8pp | 25.88%+12.0pp | 160.75%-122.9pp |
| Employer contribution / active EE | $5,471 | $2,282+139.7% | $2,966+84.4% | $2,671+104.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,922 | $6,717-26.7% | $8,254-40.4% | $5,651-12.9% |