Filed February 7, 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 | $127,322 | $48,274+163.7% | $63,244+101.3% | $59,633+113.5% |
| Participation rate | 85.0% | 66.3%+18.7pp | 71.0%+14.0pp | 68.7%+16.3pp |
| Annual return | -2.82% | -240.79%+238.0pp | -70.31%+67.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $2,825 | $1,586+78.1% | $2,322+21.7% | $2,203+28.3% |
| Participant deferral / active EE | $6,213 | $2,343+165.2% | $2,953+110.4% | $3,192+94.7% |
| Admin fee / account holder | $3,167 | $3,600-12.0% | $5,893-46.3% | $4,297-26.3% |