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 | $97,189 | $115,225-15.7% | $100,712-3.5% | $138,895-30.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 10.62% | 40.35%-29.7pp | 33.27%-22.7pp | 145.39%-134.8pp |
| Employer contribution / active EE | $20,109 | $2,771+625.7% | $2,313+769.5% | $4,194+379.4% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $26,119 | $10,844+140.9% | $9,256+182.2% | $12,562+107.9% |