Filed January 19, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,215 | $45,152+702.2% | $73,836+390.6% | $59,633+507.4% |
| Participation rate | 97.4% | 64.0%+33.4pp | 73.4%+24.0pp | 68.7%+28.8pp |
| Annual return | 0.19% | 27.40%-27.2pp | 2268.06%-2267.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $5,600 | $1,901+194.5% | $2,787+100.9% | $2,203+154.2% |
| Participant deferral / active EE | $15,555 | $2,573+504.6% | $3,583+334.1% | $3,192+387.4% |
| Admin fee / account holder | $2,957 | $3,515-15.9% | $4,882-39.4% | $4,297-31.2% |