Filed December 18, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,683 | $100,060-42.4% | $149,721-61.5% | $70,126-17.7% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 19.56% | 27.46%-7.9pp | 1501.67%-1482.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $830 | $3,661-77.3% | $5,444-84.8% | $2,343-64.6% |
| Participant deferral / active EE | $2,902 | $4,982-41.7% | $6,568-55.8% | $3,332-12.9% |
| Admin fee / account holder | $5,903 | $8,285-28.8% | $11,282-47.7% | $4,645+27.1% |