Filed November 12, 2024
Sign up free to preview peer percentile detail
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 | $372,528 | $81,476+357.2% | $102,383+263.9% | $80,925+360.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 216.41% | 25.59%+190.8pp | 24.94%+191.5pp | 35.65%+180.8pp |
| Employer contribution / active EE | $4,917 | $3,105+58.4% | $3,870+27.0% | $2,756+78.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,185 | $6,717-67.5% | $8,391-74.0% | $6,940-68.5% |