Filed February 15, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,199 | $154,159-57.7% | $130,026-49.9% | $139,456-53.2% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 4.16% | 32.50%-28.3pp | -137.26%+141.4pp | 373.45%-369.3pp |
| Employer contribution / active EE | $3,857 | $5,292-27.1% | $4,321-10.7% | $4,753-18.8% |
| Participant deferral / active EE | $4,735 | $6,710-29.4% | $5,821-18.6% | $6,711-29.4% |
| Admin fee / account holder | $35,966 | $14,001+156.9% | $10,608+239.0% | $11,407+215.3% |