Filed August 26, 2022
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 | $265,599 | $88,672+199.5% | $105,223+152.4% | $82,448+222.1% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.0pp |
| Annual return | 13.54% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $7,273 | $3,048+138.6% | $3,689+97.2% | $2,551+185.1% |
| Participant deferral / active EE | $12,161 | $4,036+201.3% | $5,072+139.8% | $4,139+193.8% |
| Admin fee / account holder | $7,780 | $7,146+8.9% | $8,859-12.2% | $7,234+7.5% |