Filed March 30, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,215 | $65,434+30.2% | $98,483-13.5% | $85,847-0.7% |
| Participation rate | 76.5% | 65.0%+11.5pp | 73.3%+3.1pp | 69.3%+7.2pp |
| Annual return | 47.78% | 21.75%+26.0pp | 1494.38%-1446.6pp | 318.61%-270.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,745 | $3,168+144.5% | $4,276+81.1% | $3,952+96.0% |
| Admin fee / account holder | $3,115 | $4,595-32.2% | $5,953-47.7% | $6,261-50.3% |