Filed December 19, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $295,352 | $102,429+188.3% | $147,096+100.8% | $80,925+265.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 23.51% | 135.02%-111.5pp | 419.75%-396.2pp | 35.65%-12.1pp |
| Employer contribution / active EE | $4,893 | $3,716+31.7% | $4,936-0.9% | $2,756+77.5% |
| Participant deferral / active EE | $10,429 | $6,649+56.9% | $8,071+29.2% | $4,299+142.6% |
| Admin fee / account holder | $13,362 | $7,957+67.9% | $13,005+2.7% | $6,940+92.5% |