Filed May 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,291 | $90,400+213.4% | $186,193+52.1% | $87,485+223.8% |
| Participation rate | 72.7% | 66.2%+6.5pp | 77.1%-4.4pp | 68.9%+3.8pp |
| Annual return | 8.74% | 22.15%-13.4pp | 78.03%-69.3pp | 26.06%-17.3pp |
| Employer contribution / active EE | $1,719 | $2,170-20.8% | $3,918-56.1% | $2,596-33.8% |
| Participant deferral / active EE | $7,402 | $4,330+71.0% | $6,513+13.7% | $4,274+73.2% |
| Admin fee / account holder | $32,717 | $8,673+277.2% | $11,058+195.9% | $7,775+320.8% |