Filed November 21, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,853 | $58,311+337.1% | $81,882+211.2% | $80,959+214.8% |
| Participation rate | 98.6% | 63.5%+35.1pp | 72.4%+26.2pp | 67.7%+30.9pp |
| Annual return | 15.61% | 41.85%-26.2pp | 779.47%-763.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $4,939 | $2,347+110.5% | $2,916+69.4% | $2,757+79.1% |
| Participant deferral / active EE | $13,768 | $3,287+318.9% | $4,323+218.5% | $4,300+220.2% |
| Admin fee / account holder | $26,378 | $4,752+455.1% | $7,360+258.4% | $6,925+280.9% |