Filed May 4, 2026
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 | $43,206 | $42,909+0.7% | $60,906-29.1% | $68,486-36.9% |
| Participation rate | 87.2% | 66.8%+20.5pp | 73.1%+14.1pp | 67.9%+19.3pp |
| Annual return | -13.93% | -13.99%+0.1pp | 16.94%-30.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $979 | $1,979-50.5% | $2,703-63.8% | $2,597-62.3% |
| Participant deferral / active EE | $8,129 | $2,866+183.6% | $3,814+113.2% | $4,028+101.8% |
| Admin fee / account holder | $2,184 | $3,104-29.6% | $3,227-32.3% | $5,404-59.6% |