Filed December 8, 2023
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 | $422,748 | $171,867+146.0% | $149,721+182.4% | $147,586+186.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.07% | 2113.36%-2097.3pp | 1501.67%-1485.6pp | 578.59%-562.5pp |
| Employer contribution / active EE | $6,661 | $6,275+6.2% | $5,444+22.3% | $4,876+36.6% |
| Participant deferral / active EE | $10,680 | $7,270+46.9% | $6,568+62.6% | $5,439+96.4% |
| Admin fee / account holder | $16,659 | $13,799+20.7% | $11,282+47.7% | $10,886+53.0% |