Filed February 11, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,567 | $99,652+4.9% | $78,778+32.7% | $147,586-29.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.90% | 47.28%-35.4pp | 35.62%-23.7pp | 578.59%-566.7pp |
| Employer contribution / active EE | $11,532 | $2,796+312.5% | $1,986+480.8% | $4,876+136.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $52,212 | $7,155+629.7% | $5,134+917.0% | $10,886+379.6% |