Filed June 16, 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 | $43,384 | $95,453-54.5% | $112,040-61.3% | $82,448-47.4% |
| Participation rate | 95.2% | 72.8%+22.5pp | 76.5%+18.7pp | 68.1%+27.2pp |
| Annual return | 9.00% | 23.92%-14.9pp | 24.52%-15.5pp | 41.64%-32.6pp |
| Employer contribution / active EE | $898 | $2,318-61.2% | $2,954-69.6% | $2,551-64.8% |
| Participant deferral / active EE | $4,638 | $4,224+9.8% | $5,098-9.0% | $4,139+12.1% |
| Admin fee / account holder | $2,480 | $9,013-72.5% | $12,098-79.5% | $7,234-65.7% |