Filed November 19, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,345 | $57,061-64.3% | $85,063-76.1% | $80,911-74.9% |
| Participation rate | 75.3% | 56.3%+19.0pp | 67.5%+7.8pp | 67.6%+7.7pp |
| Annual return | 13.56% | 21.66%-8.1pp | 66.54%-53.0pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,256 | $1,799-30.2% | $2,727-54.0% | $2,756-54.4% |
| Participant deferral / active EE | $2,195 | $3,110-29.4% | $4,523-51.5% | $4,297-48.9% |
| Admin fee / account holder | $1,410 | $4,986-71.7% | $6,155-77.1% | $6,935-79.7% |