Filed November 26, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,635 | $183,988-50.2% | $162,177-43.5% | $152,897-40.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.24% | 150.79%-142.5pp | 115.60%-107.4pp | 345.43%-337.2pp |
| Employer contribution / active EE | $958 | $6,370-85.0% | $5,613-82.9% | $4,764-79.9% |
| Participant deferral / active EE | $3,244 | $8,032-59.6% | $7,297-55.5% | $5,851-44.6% |
| Admin fee / account holder | $2,782 | $13,123-78.8% | $10,843-74.3% | $11,599-76.0% |