Filed December 20, 2024 (most recent of 3 filings on file)
Total covered: 3 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.
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 | $343,800 | $106,749+222.1% | $145,433+136.4% | $82,448+317.0% |
| Participation rate | 96.1% | 75.6%+20.4pp | 82.1%+14.0pp | 68.1%+28.0pp |
| Annual return | 25.93% | 27.59%-1.7pp | 66.58%-40.6pp | 41.64%-15.7pp |
| Employer contribution / active EE | $8,799 | $3,444+155.5% | $4,554+93.2% | $2,551+244.9% |
| Participant deferral / active EE | $19,242 | $6,519+195.2% | $7,897+143.6% | $4,139+364.9% |
| Admin fee / account holder | $4,260 | $8,390-49.2% | $13,129-67.6% | $7,234-41.1% |