Filed April 19, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $261,953 | $146,267+79.1% | $197,124+32.9% | $82,448+217.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 22.00% | 29.61%-7.6pp | 44.34%-22.3pp | 41.64%-19.6pp |
| Employer contribution / active EE | $15,713 | $4,723+232.7% | $6,227+152.3% | $2,551+516.0% |
| Participant deferral / active EE | $15,290 | $7,035+117.4% | $9,135+67.4% | $4,139+269.4% |
| Admin fee / account holder | $3,162 | $14,422-78.1% | $16,298-80.6% | $7,234-56.3% |