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 | $59,293 | $88,778-33.2% | $81,844-27.6% | $145,884-59.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.25% | 1033.03%-1016.8pp | 778.87%-762.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,987 | $3,087-35.6% | $2,916-31.9% | $4,662-57.4% |
| Participant deferral / active EE | $2,801 | $4,648-39.7% | $4,323-35.2% | $6,690-58.1% |
| Admin fee / account holder | $326 | $8,430-96.1% | $7,355-95.6% | $13,392-97.6% |