Filed May 23, 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 | $33,675 | $92,766-63.7% | $82,763-59.3% | $134,545-75.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.32% | 946.97%-962.3pp | 702.45%-717.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,679 | $4,802+80.7% | $4,395+97.5% | $6,401+35.6% |
| Admin fee / account holder | $1,291 | $5,978-78.4% | $5,325-75.8% | $11,431-88.7% |