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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,589 | $93,589+45.9% | $135,942+0.5% | $75,181+81.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.34% | 30.90%-11.6pp | 68.28%-48.9pp | 160.69%-141.3pp |
| Employer contribution / active EE | $8,329 | $3,537+135.4% | $4,858+71.5% | $2,671+211.9% |
| Participant deferral / active EE | $10,595 | $6,405+65.4% | $7,759+36.5% | $4,126+156.8% |
| Admin fee / account holder | $7,942 | $6,977+13.8% | $10,764-26.2% | $5,650+40.6% |