Filed June 27, 2025
Total covered: 2 employees
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 | $115,417 | $89,370+29.1% | $141,197-18.3% | $72,976+58.2% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 17.92% | 111.88%-94.0pp | 71.41%-53.5pp | 81.02%-63.1pp |
| Employer contribution / active EE | $2,001 | $3,115-35.7% | $4,736-57.7% | $2,440-18.0% |
| Participant deferral / active EE | $5,810 | $5,419+7.2% | $6,710-13.4% | $3,608+61.0% |
| Admin fee / account holder | $10,373 | $5,957+74.1% | $10,265+1.1% | $5,124+102.4% |