Filed November 19, 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 | $31,075 | $174,379-82.2% | $152,093-79.6% | $138,895-77.6% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 5.19% | 74.86%-69.7pp | 66.36%-61.2pp | 145.39%-140.2pp |
| Employer contribution / active EE | $2,199 | $4,652-52.7% | $4,175-47.3% | $4,194-47.6% |
| Participant deferral / active EE | $2,946 | $6,159-52.2% | $5,451-46.0% | $6,396-53.9% |
| Admin fee / account holder | $3,690 | $16,880-78.1% | $14,497-74.5% | $12,562-70.6% |