Filed February 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,473 | $75,962-91.5% | $154,108-95.8% | $64,173-89.9% |
| Participation rate | 80.5% | 70.4%+10.1pp | 83.0%-2.5pp | 69.6%+10.9pp |
| Annual return | -5.92% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,068 | $3,175-66.4% | $5,081-79.0% | $3,470-69.2% |
| Admin fee / account holder | $842 | $5,589-84.9% | $13,411-93.7% | $4,887-82.8% |