Filed July 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,253 | $78,707-4.4% | $117,861-36.2% | $70,126+7.3% |
| Participation rate | 89.8% | 73.2%+16.6pp | 79.7%+10.1pp | 69.5%+20.3pp |
| Annual return | 17.28% | 23.30%-6.0pp | 335.11%-317.8pp | 73.15%-55.9pp |
| Employer contribution / active EE | $3,311 | $2,223+48.9% | $3,786-12.5% | $2,343+41.4% |
| Participant deferral / active EE | $7,863 | $3,297+138.5% | $4,482+75.4% | $3,332+136.0% |
| Admin fee / account holder | $2,451 | $5,066-51.6% | $8,021-69.4% | $4,645-47.2% |