Filed February 14, 2025
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,271 | $45,343-61.9% | $150,298-88.5% | $67,986-74.6% |
| Participation rate | 92.2% | 51.9%+40.3pp | 77.8%+14.4pp | 57.2%+35.0pp |
| Annual return | 15.46% | 33.28%-17.8pp | 62.79%-47.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,931 | $2,055-6.0% | $5,453-64.6% | $3,358-42.5% |
| Admin fee / account holder | $1,466 | $2,250-34.8% | $14,116-89.6% | $3,203-54.2% |