Filed January 29, 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 | $109,308 | $87,834+24.4% | $133,975-18.4% | $62,881+73.8% |
| Participation rate | 96.9% | 83.4%+13.5pp | 87.1%+9.8pp | 69.3%+27.6pp |
| Annual return | 11.11% | 12.05%-0.9pp | 29.29%-18.2pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,877 | $3,482-17.4% | $5,211-44.8% | $2,281+26.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,796 | $5,372-29.3% | $9,324-59.3% | $4,296-11.6% |