Filed February 20, 2026
Total covered: 8 employees
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.
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 | $80,142 | $142,972-43.9% | $214,702-62.7% | $86,983-7.9% |
| Participation rate | 93.1% | 84.9%+8.3pp | 87.5%+5.6pp | 69.5%+23.6pp |
| Annual return | 12.43% | 18.49%-6.1pp | 54.55%-42.1pp | 25.83%-13.4pp |
| Employer contribution / active EE | $3,171 | $4,635-31.6% | $6,461-50.9% | $2,584+22.7% |
| Participant deferral / active EE | $4,922 | $6,568-25.1% | $9,147-46.2% | $4,194+17.4% |
| Admin fee / account holder | $4,483 | $17,617-74.6% | $19,830-77.4% | $7,856-42.9% |