Filed June 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $442,827 | $72,071+514.4% | $68,368+547.7% | $137,256+222.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.84% | 353.14%-343.3pp | 292.57%-282.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $19,874 | $2,788+612.9% | $2,649+650.3% | $4,156+378.2% |
| Participant deferral / active EE | $6,033 | $4,410+36.8% | $4,123+46.3% | $6,407-5.8% |
| Admin fee / account holder | $70,951 | $5,336+1229.8% | $5,150+1277.7% | $12,270+478.2% |