Filed February 6, 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 | $52,101 | $43,075+21.0% | $74,577-30.1% | $62,881-17.1% |
| Participation rate | 84.1% | 58.1%+26.1pp | 68.1%+16.0pp | 69.3%+14.8pp |
| Annual return | 5.41% | 17.50%-12.1pp | 20.47%-15.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,232 | $1,498+49.0% | $2,525-11.6% | $2,281-2.2% |
| Participant deferral / active EE | $3,133 | $2,389+31.1% | $3,458-9.4% | $3,203-2.2% |
| Admin fee / account holder | $567 | $2,840-80.0% | $4,138-86.3% | $4,296-86.8% |