Filed June 8, 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 | $82,376 | $67,411+22.2% | $91,004-9.5% | $70,126+17.5% |
| Participation rate | 97.7% | 71.4%+26.3pp | 75.6%+22.1pp | 69.5%+28.1pp |
| Annual return | 12.53% | -40.16%+52.7pp | 4.60%+7.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $4,090 | $1,786+129.0% | $2,456+66.6% | $2,343+74.6% |
| Participant deferral / active EE | $3,743 | $2,823+32.6% | $3,548+5.5% | $3,332+12.3% |
| Admin fee / account holder | $3,070 | $4,236-27.5% | $5,417-43.3% | $4,645-33.9% |