Filed December 29, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,535 | $88,672-54.3% | $105,223-61.5% | $82,448-50.8% |
| Participation rate | 98.9% | 67.9%+31.0pp | 75.0%+23.9pp | 68.1%+30.9pp |
| Annual return | 20.64% | 30.86%-10.2pp | 180.65%-160.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $4,024 | $3,048+32.0% | $3,689+9.1% | $2,551+57.8% |
| Participant deferral / active EE | $5,061 | $4,036+25.4% | $5,072-0.2% | $4,139+22.3% |
| Admin fee / account holder | $2,430 | $7,146-66.0% | $8,859-72.6% | $7,234-66.4% |