Filed January 22, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,696 | $73,009-73.0% | $90,760-78.3% | $68,486-71.2% |
| Participation rate | 79.3% | 70.8%+8.5pp | 75.7%+3.6pp | 67.9%+11.4pp |
| Annual return | -14.42% | -13.81%-0.6pp | -12.16%-2.3pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,076 | $2,193-5.3% | $2,922-28.9% | $2,597-20.0% |
| Participant deferral / active EE | $4,608 | $3,626+27.1% | $4,565+0.9% | $4,028+14.4% |
| Admin fee / account holder | $529 | $5,896-91.0% | $8,444-93.7% | $5,404-90.2% |