Filed April 18, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,464 | $48,078+104.8% | $78,676+25.2% | $62,881+56.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.55% | 31.36%-30.8pp | 62.19%-61.6pp | 20.14%-19.6pp |
| Employer contribution / active EE | $6,491 | $2,015+222.2% | $2,850+127.8% | $2,281+184.6% |
| Participant deferral / active EE | $3,824 | $2,587+47.8% | $3,517+8.7% | $3,203+19.4% |
| Admin fee / account holder | $6,595 | $3,206+105.7% | $4,510+46.2% | $4,296+53.5% |