Filed January 16, 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 | $39,403 | $100,938-61.0% | $90,461-56.4% | $158,982-75.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -2.77% | 1727.20%-1730.0pp | 1294.76%-1297.5pp | 302.99%-305.8pp |
| Employer contribution / active EE | $1,763 | $3,691-52.3% | $3,264-46.0% | $4,763-63.0% |
| Participant deferral / active EE | $2,285 | $4,350-47.5% | $3,964-42.4% | $5,983-61.8% |
| Admin fee / account holder | $1,343 | $6,510-79.4% | $5,617-76.1% | $11,252-88.1% |