Filed December 26, 2024
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 | $26,236 | $100,139-73.8% | $85,187-69.2% | $145,884-82.0% |
| Participation rate | 90.5% | 74.1%+16.4pp | 67.5%+23.0pp | 80.3%+10.2pp |
| Annual return | 13.85% | 84.15%-70.3pp | 66.67%-52.8pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,385 | $3,238-26.3% | $2,732-12.7% | $4,662-48.8% |
| Participant deferral / active EE | $1,724 | $5,296-67.5% | $4,525-61.9% | $6,690-74.2% |
| Admin fee / account holder | $1,617 | $7,262-77.7% | $6,162-73.8% | $13,392-87.9% |