Filed April 16, 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 | $50,663 | $48,364+4.8% | $71,796-29.4% | $62,881-19.4% |
| Participation rate | 97.5% | 60.6%+36.9pp | 69.1%+28.4pp | 69.3%+28.2pp |
| Annual return | 7.33% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,611 | $1,042+150.6% | $1,924+35.7% | $2,281+14.5% |
| Participant deferral / active EE | $3,445 | $2,091+64.7% | $2,794+23.3% | $3,203+7.6% |
| Admin fee / account holder | $1,571 | $3,771-58.3% | $4,815-67.4% | $4,296-63.4% |