Filed November 9, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,194 | $97,125-47.3% | $86,233-40.6% | $137,256-62.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.05% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $13,619 | $2,841+379.3% | $2,504+443.8% | $4,156+227.7% |
| Participant deferral / active EE | $5,662 | $5,180+9.3% | $4,559+24.2% | $6,407-11.6% |
| Admin fee / account holder | $2,808 | $9,725-71.1% | $8,342-66.3% | $12,270-77.1% |