Filed November 14, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,667 | $77,901+287.2% | $149,717+101.5% | $75,181+301.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.38% | 31.73%-12.3pp | 134.41%-115.0pp | 160.69%-141.3pp |
| Employer contribution / active EE | $12,389 | $3,137+294.9% | $4,820+157.0% | $2,671+363.9% |
| Participant deferral / active EE | $6,503 | $3,411+90.6% | $5,682+14.5% | $4,126+57.6% |
| Admin fee / account holder | $3,107 | $5,949-47.8% | $13,213-76.5% | $5,650-45.0% |