Filed May 5, 2026
Total covered: 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,626 | $45,082+32.3% | $69,464-14.2% | $72,975-18.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.86% | 22.66%-3.8pp | 28.98%-10.1pp | 81.01%-62.1pp |
| Employer contribution / active EE | $877 | $2,055-57.3% | $2,779-68.4% | $2,440-64.0% |
| Participant deferral / active EE | $6,130 | $2,604+135.4% | $3,536+73.4% | $3,608+69.9% |
| Admin fee / account holder | $1,246 | $3,057-59.2% | $3,840-67.6% | $5,124-75.7% |