Filed November 8, 2024
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,001 | $77,358+194.7% | $102,184+123.1% | $87,485+160.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 13.26% | 41.11%-27.9pp | 31.58%-18.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $8,981 | $2,562+250.5% | $3,594+149.9% | $2,596+245.9% |
| Participant deferral / active EE | $7,538 | $6,753+11.6% | $8,309-9.3% | $4,274+76.4% |
| Admin fee / account holder | $2,628 | $6,809-61.4% | $11,609-77.4% | $7,775-66.2% |