Filed August 11, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,418 | $91,559-50.4% | $133,978-66.1% | $79,856-43.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.96% | 61.85%-44.9pp | 45.10%-28.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $7,414 | $2,384+211.0% | $3,919+89.2% | $2,471+200.0% |
| Participant deferral / active EE | $2,735 | $3,734-26.7% | $5,047-45.8% | $3,741-26.9% |
| Admin fee / account holder | $8,906 | $6,321+40.9% | $8,930-0.3% | $5,306+67.8% |