Filed July 23, 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 | $233,738 | $209,336+11.7% | $197,124+18.6% | $137,256+70.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.31% | 48.09%-30.8pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $9,759 | $6,591+48.1% | $6,227+56.7% | $4,156+134.8% |
| Participant deferral / active EE | $16,636 | $9,614+73.0% | $9,135+82.1% | $6,407+159.7% |
| Admin fee / account holder | $2,018 | $17,308-88.3% | $16,298-87.6% | $12,270-83.6% |