Filed May 18, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,684 | $98,982-41.7% | $162,177-64.4% | $65,185-11.5% |
| Participation rate | 95.2% | 85.8%+9.5pp | 87.6%+7.7pp | 70.2%+25.0pp |
| Annual return | 0.00% | 24.84%-24.8pp | 115.60%-115.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,766 | $3,467-49.1% | $5,613-68.5% | $2,177-18.9% |
| Participant deferral / active EE | $2,266 | $5,384-57.9% | $7,297-69.0% | $3,514-35.5% |
| Admin fee / account holder | $803 | $596+34.6% | $10,843-92.6% | $847-5.3% |