Filed August 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $798,705 | $76,407+945.3% | $150,298+431.4% | $82,448+868.7% |
| Participation rate | 96.0% | 66.4%+29.6pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 10.72% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $47,130 | $2,614+1703.0% | $4,154+1034.6% | $2,551+1747.6% |
| Participant deferral / active EE | $15,655 | $3,214+387.0% | $5,453+187.1% | $4,139+278.2% |
| Admin fee / account holder | $266,726 | $6,352+4099.1% | $14,116+1789.6% | $7,234+3586.9% |