Filed October 30, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,675 | $93,345-73.6% | $119,126-79.3% | $87,485-71.8% |
| Participation rate | 97.5% | 68.7%+28.8pp | 75.8%+21.7pp | 68.9%+28.6pp |
| Annual return | 20.86% | 19.08%+1.8pp | 282.11%-261.2pp | 26.06%-5.2pp |
| Employer contribution / active EE | $3,064 | $3,172-3.4% | $4,034-24.0% | $2,596+18.0% |
| Participant deferral / active EE | $4,231 | $4,099+3.2% | $5,318-20.4% | $4,274-1.0% |
| Admin fee / account holder | $1,013 | $8,039-87.4% | $10,693-90.5% | $7,775-87.0% |