Filed May 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,716 | $94,529+36.2% | $140,019-8.1% | $64,173+100.6% |
| Participation rate | 98.2% | 84.1%+14.1pp | 87.5%+10.7pp | 69.6%+28.6pp |
| Annual return | -9.49% | 7.77%-17.3pp | 651.17%-660.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $5,668 | $3,812+48.7% | $5,605+1.1% | $2,381+138.1% |
| Participant deferral / active EE | $9,387 | $5,250+78.8% | $6,927+35.5% | $3,470+170.5% |
| Admin fee / account holder | $3,544 | $6,741-47.4% | $10,705-66.9% | $4,887-27.5% |