Filed February 20, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,707 | $166,268+172.9% | $165,100+174.8% | $145,897+211.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.56% | 100.52%-83.0pp | 70.21%-52.6pp | 552.29%-534.7pp |
| Employer contribution / active EE | $9,460 | $5,284+79.0% | $4,348+117.6% | $4,663+102.9% |
| Participant deferral / active EE | $12,806 | $6,964+83.9% | $6,035+112.2% | $6,689+91.4% |
| Admin fee / account holder | $9,327 | $16,659-44.0% | $12,696-26.5% | $13,390-30.3% |