Filed March 16, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,150 | $57,305+497.1% | $86,640+294.9% | $75,173+355.2% |
| Participation rate | 97.3% | 63.2%+34.1pp | 71.7%+25.6pp | 67.2%+30.1pp |
| Annual return | 10.20% | 2674.24%-2664.0pp | 592.52%-582.3pp | 160.72%-150.5pp |
| Employer contribution / active EE | $25,300 | $2,316+992.3% | $3,024+736.6% | $2,671+847.2% |
| Participant deferral / active EE | $17,742 | $3,320+434.5% | $4,438+299.8% | $4,126+330.0% |
| Admin fee / account holder | $12,085 | $4,116+193.6% | $5,616+115.2% | $5,651+113.9% |