Filed April 24, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,517 | $93,598-82.4% | $135,974-87.9% | $75,173-78.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 26.36% | 30.89%-4.5pp | 68.30%-41.9pp | 160.72%-134.4pp |
| Employer contribution / active EE | $2,013 | $3,538-43.1% | $4,859-58.6% | $2,671-24.6% |
| Participant deferral / active EE | $3,510 | $6,405-45.2% | $7,760-54.8% | $4,126-14.9% |
| Admin fee / account holder | $923 | $6,978-86.8% | $10,767-91.4% | $5,651-83.7% |