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 | $149,446+75.3% | $256,809+2.0% | $94,015+178.6% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 22.00% | 17.55%+4.5pp | 32.73%-10.7pp | 17.84%+4.2pp |
| Employer contribution / active EE | $15,713 | $4,596+241.9% | $7,263+116.4% | $2,790+463.2% |
| Participant deferral / active EE | $15,290 | $6,491+135.6% | $9,520+60.6% | $4,249+259.8% |
| Admin fee / account holder | $3,162 | $24,035-86.8% | $25,146-87.4% | $8,951-64.7% |