Filed July 6, 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 | $268,686 | $106,749+151.7% | $145,433+84.7% | $82,448+225.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.43% | 27.59%-10.2pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $7,258 | $3,444+110.7% | $4,554+59.4% | $2,551+184.5% |
| Participant deferral / active EE | $11,319 | $6,519+73.6% | $7,897+43.3% | $4,139+173.5% |
| Admin fee / account holder | $3,039 | $8,390-63.8% | $13,129-76.9% | $7,234-58.0% |