Filed August 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $795,396 | $755,339+5.3% | $379,746+109.5% | $158,950+400.4% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 13.86% | 53.41%-39.5pp | 34.90%-21.0pp | 302.91%-289.0pp |
| Employer contribution / active EE | $20,969 | $4,685+347.6% | $3,540+492.4% | $4,762+340.4% |
| Participant deferral / active EE | $21,486 | $7,938+170.7% | $6,024+256.7% | $5,983+259.1% |
| Admin fee / account holder | $37,292 | $14,482+157.5% | $7,927+370.5% | $11,248+231.5% |