Filed May 2, 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 | $201,879 | $72,273+179.3% | $101,275+99.3% | $79,856+152.8% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 9.84% | 22.30%-12.5pp | 46.48%-36.6pp | 31.71%-21.9pp |
| Employer contribution / active EE | $8,342 | $2,691+210.0% | $3,660+127.9% | $2,471+237.6% |
| Participant deferral / active EE | $8,339 | $3,282+154.1% | $4,371+90.8% | $3,741+122.9% |
| Admin fee / account holder | $20,827 | $4,401+373.2% | $5,948+250.2% | $5,306+292.5% |