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 | $41,881 | $95,406-56.1% | $185,849-77.5% | $85,847-51.2% |
| Participation rate | 98.5% | 68.8%+29.7pp | 81.7%+16.8pp | 69.3%+29.2pp |
| Annual return | 19.30% | 23.59%-4.3pp | 122.10%-102.8pp | 318.61%-299.3pp |
| Employer contribution / active EE | $2,547 | $3,314-23.2% | $5,169-50.7% | $2,565-0.7% |
| Participant deferral / active EE | $3,594 | $3,424+5.0% | $5,569-35.5% | $3,952-9.1% |
| Admin fee / account holder | $1,012 | $7,214-86.0% | $16,244-93.8% | $6,261-83.8% |