Filed October 23, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,350 | $201,370+129.1% | $184,256+150.4% | $145,897+216.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.47% | 29.05%-11.6pp | 28.85%-11.4pp | 552.29%-534.8pp |
| Employer contribution / active EE | $9,362 | $7,024+33.3% | $6,427+45.7% | $4,663+100.8% |
| Participant deferral / active EE | $12,759 | $9,808+30.1% | $9,133+39.7% | $6,689+90.7% |
| Admin fee / account holder | $4,153 | $16,364-74.6% | $13,899-70.1% | $13,390-69.0% |