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 | $71,521 | $48,314+48.0% | $67,561+5.9% | $80,925-11.6% |
| Participation rate | 72.0% | 66.4%+5.6pp | 72.9%-0.9pp | 67.7%+4.3pp |
| Annual return | 11.79% | 18.28%-6.5pp | 3525.44%-3513.6pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,278 | $2,022+12.6% | $2,735-16.7% | $2,756-17.4% |
| Participant deferral / active EE | $8,409 | $2,927+187.3% | $4,003+110.1% | $4,299+95.6% |
| Admin fee / account holder | $5,385 | $3,690+45.9% | $4,006+34.4% | $6,940-22.4% |