Filed July 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,347 | $167,533-80.7% | $151,645-78.7% | $134,545-76.0% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+7.0pp | 81.2%+13.2pp |
| Annual return | -12.51% | 7.81%-20.3pp | 3.34%-15.9pp | 418.37%-430.9pp |
| Employer contribution / active EE | $1,453 | $6,828-78.7% | $6,165-76.4% | $4,742-69.4% |
| Participant deferral / active EE | $4,106 | $8,985-54.3% | $8,363-50.9% | $6,401-35.9% |
| Admin fee / account holder | $11,814 | $13,781-14.3% | $11,614+1.7% | $11,431+3.4% |