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 | $84,953+233.5% | $163,379+73.4% | $82,637+242.8% |
| Participation rate | 72.7% | 65.9%+6.8pp | 76.8%-4.1pp | 68.1%+4.7pp |
| Annual return | 8.74% | 23.07%-14.3pp | 63.41%-54.7pp | 53.51%-44.8pp |
| Employer contribution / active EE | $1,719 | $2,183-21.2% | $3,752-54.2% | $2,552-32.6% |
| Participant deferral / active EE | $7,402 | $4,326+71.1% | $6,282+17.8% | $4,126+79.4% |
| Admin fee / account holder | $32,717 | $7,921+313.0% | $9,818+233.2% | $7,339+345.8% |