Filed January 16, 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 | $43,752 | $99,011-55.8% | $86,582-49.5% | $147,586-70.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.68% | 1312.75%-1300.1pp | 965.08%-952.4pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,374 | $3,132-24.2% | $2,839-16.4% | $4,876-51.3% |
| Participant deferral / active EE | $5,025 | $3,972+26.5% | $3,609+39.3% | $5,439-7.6% |
| Admin fee / account holder | $1,391 | $5,709-75.6% | $4,904-71.6% | $10,886-87.2% |