Filed March 25, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,037 | $167,352-86.2% | $143,788-84.0% | $134,509-82.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.62% | 0.47%-39.1pp | -0.03%-38.6pp | 418.13%-456.7pp |
| Employer contribution / active EE | $6,286 | $5,620+11.8% | $4,952+26.9% | $4,741+32.6% |
| Participant deferral / active EE | $11,958 | $6,447+85.5% | $5,638+112.1% | $6,400+86.8% |
| Admin fee / account holder | $384 | $18,091-97.9% | $14,675-97.4% | $11,427-96.6% |