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 | $65,935 | $96,643-31.8% | $86,617-23.9% | $139,456-52.7% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 14.20% | 106.57%-92.4pp | 591.91%-577.7pp | 373.45%-359.2pp |
| Employer contribution / active EE | $3,833 | $3,264+17.4% | $3,023+26.8% | $4,753-19.4% |
| Participant deferral / active EE | $8,947 | $4,835+85.0% | $4,437+101.6% | $6,711+33.3% |
| Admin fee / account holder | $10,591 | $6,406+65.3% | $5,613+88.7% | $11,407-7.2% |