Filed October 14, 2025
Total covered: 2 employees
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,318 | $88,710+250.9% | $81,783+280.7% | $145,959+113.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.58% | 1027.26%-1014.7pp | 775.05%-762.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $11,124 | $3,083+260.8% | $2,913+281.9% | $4,661+138.7% |
| Participant deferral / active EE | $13,633 | $4,645+193.5% | $4,320+215.6% | $6,689+103.8% |
| Admin fee / account holder | $6,111 | $8,407-27.3% | $7,380-17.2% | $13,398-54.4% |