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 7-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 | $30,868 | $78,682-60.8% | $109,188-71.7% | $85,851-64.0% |
| Participation rate | 97.8% | 68.3%+29.6pp | 75.9%+21.9pp | 69.3%+28.5pp |
| Annual return | 30.50% | 25.09%+5.4pp | 25.76%+4.7pp | 318.63%-288.1pp |
| Employer contribution / active EE | $1,451 | $2,734-46.9% | $3,723-61.0% | $2,565-43.5% |
| Participant deferral / active EE | $4,694 | $3,468+35.4% | $4,654+0.9% | $3,952+18.8% |
| Admin fee / account holder | $569 | $5,470-89.6% | $6,755-91.6% | $6,261-90.9% |