Filed October 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,504 | $87,834-34.5% | $133,975-57.1% | $62,881-8.6% |
| Participation rate | 85.9% | 83.4%+2.5pp | 87.1%-1.1pp | 69.3%+16.6pp |
| Annual return | 5.41% | 12.05%-6.6pp | 29.29%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $383 | $3,482-89.0% | $5,211-92.6% | $2,281-83.2% |
| Participant deferral / active EE | $3,700 | $4,812-23.1% | $6,282-41.1% | $3,203+15.5% |
| Admin fee / account holder | $2,455 | $5,372-54.3% | $9,324-73.7% | $4,296-42.8% |