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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,251 | $160,059-60.5% | $140,019-54.8% | $135,382-53.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.22% | 911.44%-926.7pp | 651.15%-666.4pp | 519.77%-535.0pp |
| Employer contribution / active EE | $8,837 | $6,420+37.7% | $5,605+57.6% | $4,779+84.9% |
| Participant deferral / active EE | $8,548 | $7,641+11.9% | $6,927+23.4% | $5,609+52.4% |
| Admin fee / account holder | $407 | $13,328-96.9% | $10,705-96.2% | $10,829-96.2% |