Filed September 25, 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 | $84,206 | $45,087+86.8% | $69,483+21.2% | $72,976+15.4% |
| Participation rate | 90.0% | 68.5%+21.5pp | 74.6%+15.4pp | 69.5%+20.5pp |
| Annual return | 5.82% | 22.67%-16.8pp | 28.99%-23.2pp | 81.02%-75.2pp |
| Employer contribution / active EE | $2,557 | $2,055+24.4% | $2,780-8.0% | $2,440+4.8% |
| Participant deferral / active EE | $2,908 | $2,603+11.7% | $3,537-17.8% | $3,608-19.4% |
| Admin fee / account holder | $1,857 | $3,057-39.2% | $3,841-51.6% | $5,124-63.8% |