Filed November 18, 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 | $620,899 | $82,028+656.9% | $123,105+404.4% | $59,633+941.2% |
| Participation rate | 96.9% | 83.2%+13.7pp | 86.8%+10.1pp | 68.7%+28.2pp |
| Annual return | 1.09% | 5.12%-4.0pp | 13.22%-12.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $21,123 | $3,297+540.7% | $5,151+310.1% | $2,203+859.0% |
| Participant deferral / active EE | $12,980 | $4,667+178.1% | $6,229+108.4% | $3,192+306.7% |
| Admin fee / account holder | $15,639 | $5,879+166.0% | $9,014+73.5% | $4,297+263.9% |