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.)
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 | $583,222 | $54,355+973.0% | $82,744+604.9% | $68,486+751.6% |
| Participation rate | 97.4% | 63.9%+33.4pp | 72.6%+24.8pp | 67.9%+29.5pp |
| Annual return | -19.89% | -13.67%-6.2pp | 702.22%-722.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $7,144 | $2,219+222.0% | $3,008+137.5% | $2,597+175.1% |
| Participant deferral / active EE | $22,360 | $3,246+588.7% | $4,395+408.8% | $4,028+455.2% |
| Admin fee / account holder | $10,502 | $4,397+138.9% | $5,325+97.2% | $5,404+94.4% |