Filed February 26, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,148 | $69,444+84.5% | $92,985+37.8% | $87,485+46.5% |
| Participation rate | 93.9% | 63.3%+30.7pp | 69.5%+24.5pp | 68.9%+25.0pp |
| Annual return | 11.98% | 23.85%-11.9pp | 27.99%-16.0pp | 26.06%-14.1pp |
| Employer contribution / active EE | $3,059 | $1,917+59.6% | $2,662+14.9% | $2,596+17.8% |
| Participant deferral / active EE | $7,234 | $3,364+115.1% | $4,377+65.3% | $4,274+69.3% |
| Admin fee / account holder | $47,637 | $6,137+676.2% | $9,463+403.4% | $7,775+512.7% |