Filed March 24, 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 | $174,292 | $266,879-34.7% | $149,716+16.4% | - |
| Participation rate | 99.0% | 82.4%+16.6pp | 87.1%+11.9pp | - |
| Annual return | 21.33% | 8.05%+13.3pp | 1501.67%-1480.3pp | - |
| Employer contribution / active EE | $22,401 | $3,117+618.7% | $5,444+311.5% | - |
| Participant deferral / active EE | $13,617 | $4,642+193.3% | $6,568+107.3% | - |
| Admin fee / account holder | $17,139 | $11,107+54.3% | $11,282+51.9% | - |