Filed October 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,465 | $98,652+39.3% | $142,942-3.8% | $82,448+66.7% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.8%+13.5pp | 68.1%+22.3pp |
| Annual return | 12.08% | 22.65%-10.6pp | 113.70%-101.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $3,834 | $3,211+19.4% | $4,139-7.4% | $2,551+50.3% |
| Participant deferral / active EE | $4,138 | $5,580-25.8% | $7,128-41.9% | $4,1390% |
| Admin fee / account holder | $6,731 | $8,078-16.7% | $12,475-46.0% | $7,234-7.0% |