Filed December 17, 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 | $92,727 | $88,815+4.4% | $81,882+13.2% | $145,897-36.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.81% | 1033.75%-1018.9pp | 779.47%-764.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $8,717 | $3,086+182.4% | $2,916+198.9% | $4,663+87.0% |
| Participant deferral / active EE | $5,940 | $4,647+27.8% | $4,323+37.4% | $6,689-11.2% |
| Admin fee / account holder | $1,256 | $8,434-85.1% | $7,360-82.9% | $13,390-90.6% |