Filed September 1, 2022
Total covered: 18 employees
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 | $263,099 | $138,393+90.1% | $184,256+42.8% | $80,959+225.0% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.7%+29.9pp |
| Annual return | 13.79% | 20.01%-6.2pp | 28.85%-15.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $8,545 | $4,847+76.3% | $6,427+32.9% | $2,757+209.9% |
| Participant deferral / active EE | $8,220 | $7,076+16.2% | $9,133-10.0% | $4,300+91.2% |
| Admin fee / account holder | $31,788 | $10,489+203.1% | $13,899+128.7% | $6,925+359.0% |