Filed November 9, 2021
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 | $309,250 | $108,825+184.2% | $156,181+98.0% | $82,448+275.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 20.26% | 20.59%-0.3pp | 64.87%-44.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $11,701 | $2,870+307.7% | $4,294+172.5% | $2,551+358.7% |
| Participant deferral / active EE | $13,824 | $4,577+202.0% | $6,132+125.4% | $4,139+234.0% |
| Admin fee / account holder | $32,247 | $9,341+245.2% | $14,586+121.1% | $7,234+345.8% |