Filed May 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,569 | $82,028-23.7% | $123,105-49.2% | $59,633+4.9% |
| Participation rate | 90.8% | 83.2%+7.6pp | 86.8%+4.0pp | 68.7%+22.1pp |
| Annual return | 6.65% | 5.12%+1.5pp | 13.22%-6.6pp | 2041.45%-2034.8pp |
| Employer contribution / active EE | $1,771 | $3,297-46.3% | $5,151-65.6% | $2,203-19.6% |
| Participant deferral / active EE | $1,533 | $4,667-67.1% | $6,229-75.4% | $3,192-52.0% |
| Admin fee / account holder | $3,539 | $5,879-39.8% | $9,014-60.7% | $4,297-17.6% |