Filed April 14, 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 | $150,479 | $48,011+213.4% | $63,803+135.8% | $82,637+82.1% |
| Participation rate | 78.9% | 66.6%+12.4pp | 72.7%+6.2pp | 68.1%+10.9pp |
| Annual return | 5.00% | 19.84%-14.8pp | 543.72%-538.7pp | 53.51%-48.5pp |
| Employer contribution / active EE | $4,361 | $1,904+129.1% | $2,532+72.2% | $2,552+70.9% |
| Participant deferral / active EE | $3,846 | $2,846+35.1% | $3,843+0.1% | $4,126-6.8% |
| Admin fee / account holder | $1,561 | $3,873-59.7% | $5,196-70.0% | $7,339-78.7% |