Filed June 9, 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 | $146,816 | $81,504+80.1% | $102,437+43.3% | $80,959+81.3% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 11.74% | 25.60%-13.9pp | 24.95%-13.2pp | 35.67%-23.9pp |
| Employer contribution / active EE | $3,609 | $3,104+16.3% | $3,871-6.8% | $2,757+30.9% |
| Participant deferral / active EE | $5,942 | $3,871+53.5% | $5,060+17.4% | $4,300+38.2% |
| Admin fee / account holder | $436 | $6,719-93.5% | $8,388-94.8% | $6,925-93.7% |