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 | $349,573 | $185,905+88.0% | $170,057+105.6% | $139,487+150.6% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.6pp |
| Annual return | 14.76% | 60.56%-45.8pp | 53.42%-38.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $9,402 | $7,597+23.8% | $6,790+38.5% | $4,755+97.7% |
| Participant deferral / active EE | $14,762 | $11,627+27.0% | $10,411+41.8% | $6,713+119.9% |
| Admin fee / account holder | $1,842 | $15,397-88.0% | $12,826-85.6% | $11,407-83.9% |