Filed April 8, 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 | $69,588 | $88,702-21.5% | $81,780-14.9% | $145,978-52.3% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.4%+21.4pp | 80.3%+13.5pp |
| Annual return | 16.20% | 1029.12%-1012.9pp | 776.27%-760.1pp | 550.52%-534.3pp |
| Employer contribution / active EE | $5,830 | $3,084+89.0% | $2,914+100.1% | $4,662+25.1% |
| Participant deferral / active EE | $9,240 | $4,645+98.9% | $4,321+113.9% | $6,690+38.1% |
| Admin fee / account holder | $21,191 | $8,414+151.8% | $7,384+187.0% | $13,400+58.1% |