Filed April 14, 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 | $62,808 | $45,043+39.4% | $63,005-0.3% | $70,124-10.4% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 11.75% | 18.76%-7.0pp | 87.59%-75.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $2,932 | $2,052+42.9% | $2,760+6.2% | $2,342+25.2% |
| Participant deferral / active EE | $3,334 | $2,466+35.2% | $3,329+0.1% | $3,332+0.1% |
| Admin fee / account holder | $626 | $2,833-77.9% | $3,599-82.6% | $4,645-86.5% |