Filed May 12, 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 | $230,925 | $83,369+177.0% | $105,223+119.5% | $67,986+239.7% |
| Participation rate | 90.1% | 56.3%+33.8pp | 75.0%+15.1pp | 57.2%+32.9pp |
| Annual return | 16.47% | 24.64%-8.2pp | 180.65%-164.2pp | 31.67%-15.2pp |
| Employer contribution / active EE | $4,191 | $2,541+65.0% | $3,689+13.6% | $2,019+107.6% |
| Participant deferral / active EE | $11,070 | $3,295+236.0% | $5,072+118.3% | $3,358+229.7% |
| Admin fee / account holder | $28,368 | $4,073+596.6% | $8,859+220.2% | $3,203+785.6% |