Filed April 30, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $285,891 | $58,726+386.8% | $92,240+209.9% | $62,293+358.9% |
| Participation rate | 98.1% | 68.3%+29.8pp | 76.5%+21.6pp | 69.5%+28.6pp |
| Annual return | -4.00% | 43.62%-47.6pp | 176.29%-180.3pp | 28.90%-32.9pp |
| Employer contribution / active EE | $19,877 | $2,392+731.1% | $3,680+440.2% | $2,042+873.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $17,485 | $556+3042.2% | $5,194+236.6% | $479+3547.8% |