Filed January 6, 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 | $131,885 | $146,267-9.8% | $197,124-33.1% | $82,448+60.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 24.22% | 29.61%-5.4pp | 44.34%-20.1pp | 41.64%-17.4pp |
| Employer contribution / active EE | $5,718 | $4,723+21.1% | $6,227-8.2% | $2,551+124.1% |
| Participant deferral / active EE | $8,377 | $7,035+19.1% | $9,135-8.3% | $4,139+102.4% |
| Admin fee / account holder | $5,903 | $14,422-59.1% | $16,298-63.8% | $7,234-18.4% |