Filed October 18, 2024
Sign up free to preview peer percentile detail
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,269 | $106,749-43.5% | $145,433-58.6% | $82,448-26.9% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 257.64% | 27.59%+230.0pp | 66.58%+191.1pp | 41.64%+216.0pp |
| Employer contribution / active EE | $28,931 | $3,444+739.9% | $4,554+535.2% | $2,551+1034.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $25,340 | $8,390+202.0% | $13,129+93.0% | $7,234+250.3% |