Filed June 5, 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 | $45,825 | $55,472-17.4% | $155,567-70.5% | $74,546-38.5% |
| Participation rate | 74.0% | 61.9%+12.1pp | 78.2%-4.2pp | 67.2%+6.8pp |
| Annual return | 13.35% | 268.72%-255.4pp | 64.74%-51.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $2,550 | $2,269+12.4% | $4,674-45.4% | $2,624-2.8% |
| Participant deferral / active EE | $3,292 | $2,838+16.0% | $5,628-41.5% | $4,347-24.3% |
| Admin fee / account holder | $13,772 | $1,743+690.3% | $15,916-13.5% | $1,944+608.6% |