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 | $247,447 | $72,269+242.4% | $101,271+144.3% | $79,852+209.9% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.8%+15.9pp | 69.6%+22.0pp |
| Annual return | 20.24% | 22.29%-2.1pp | 46.48%-26.2pp | 31.72%-11.5pp |
| Employer contribution / active EE | $4,033 | $2,692+49.8% | $3,660+10.2% | $2,471+63.2% |
| Participant deferral / active EE | $9,235 | $3,282+181.4% | $4,371+111.3% | $3,740+146.9% |
| Admin fee / account holder | $14,051 | $4,401+219.3% | $5,948+136.3% | $5,306+164.8% |