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 | $223,823-71.3% | $211,142-69.6% | $154,746-58.5% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 15.46% | 50.39%-34.9pp | 46.84%-31.4pp | 172.34%-156.9pp |
| Employer contribution / active EE | $28 | $6,787-99.6% | $6,442-99.6% | $4,379-99.4% |
| Participant deferral / active EE | $6,730 | $9,750-31.0% | $9,284-27.5% | $6,7300% |
| Admin fee / account holder | $4,429 | $19,707-77.5% | $19,076-76.8% | $14,365-69.2% |