Filed October 2, 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.)
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 | $16,722 | $209,336-92.0% | $197,124-91.5% | $137,256-87.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.09% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,055 | $6,591-68.8% | $6,227-67.0% | $4,156-50.6% |
| Participant deferral / active EE | $4,519 | $9,614-53.0% | $9,135-50.5% | $6,407-29.5% |
| Admin fee / account holder | $103,252 | $17,308+496.6% | $16,298+533.5% | $12,270+741.5% |