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 | $57,568 | $101,763-43.4% | $164,866-65.1% | $80,874-28.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.74% | 16.73%-4.0pp | 69.97%-57.2pp | 35.62%-22.9pp |
| Employer contribution / active EE | $5,220 | $2,954+76.7% | $4,343+20.2% | $2,756+89.4% |
| Participant deferral / active EE | $2,774 | $4,477-38.0% | $6,033-54.0% | $4,297-35.4% |
| Admin fee / account holder | $2,370 | $8,228-71.2% | $12,689-81.3% | $6,935-65.8% |