Filed January 31, 2025 (most recent of 3 filings on file)
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 | $74,990 | $46,697+60.6% | $117,533-36.2% | $68,486+9.5% |
| Participation rate | 95.7% | 56.8%+38.9pp | 70.6%+25.1pp | 67.9%+27.8pp |
| Annual return | -16.98% | -14.52%-2.5pp | 29.77%-46.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,726 | $1,506+14.7% | $4,179-58.7% | $2,597-33.5% |
| Participant deferral / active EE | $5,424 | $2,637+105.7% | $4,072+33.2% | $4,028+34.7% |
| Admin fee / account holder | $3,102 | $4,023-22.9% | $5,647-45.1% | $5,404-42.6% |