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 | $138,385+90.1% | $184,243+42.8% | $80,925+225.1% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.7%+29.9pp |
| Annual return | 13.79% | 20.02%-6.2pp | 28.82%-15.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $8,545 | $4,851+76.2% | $6,427+33.0% | $2,756+210.0% |
| Participant deferral / active EE | $8,220 | $7,075+16.2% | $9,132-10.0% | $4,299+91.2% |
| Admin fee / account holder | $31,788 | $10,489+203.1% | $13,914+128.5% | $6,940+358.0% |