Filed May 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,166 | $209,336-69.3% | $197,124-67.4% | $137,256-53.3% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 15.46% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $28 | $6,591-99.6% | $6,227-99.5% | $4,156-99.3% |
| Participant deferral / active EE | $6,730 | $9,614-30.0% | $9,135-26.3% | $6,407+5.0% |
| Admin fee / account holder | $4,429 | $17,308-74.4% | $16,298-72.8% | $12,270-63.9% |