Filed December 8, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,001 | $45,872-4.1% | $77,096-42.9% | $68,486-35.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.86% | 1.73%-17.6pp | 42.35%-58.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $7,482 | $1,650+353.6% | $2,814+165.8% | $2,597+188.1% |
| Participant deferral / active EE | $11,620 | $2,963+292.2% | $4,429+162.3% | $4,028+188.5% |
| Admin fee / account holder | $1,740 | $3,041-42.8% | $5,428-67.9% | $5,404-67.8% |