Filed May 27, 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 | $55,080 | $63,342-13.0% | $92,235-40.3% | $70,131-21.5% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.5pp |
| Annual return | 22.93% | 530.15%-507.2pp | 176.28%-153.3pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,982 | $2,471+20.7% | $3,679-19.0% | $2,342+27.3% |
| Participant deferral / active EE | $5,196 | $2,854+82.1% | $3,897+33.3% | $3,332+56.0% |
| Admin fee / account holder | $1,983 | $3,840-48.4% | $5,194-61.8% | $4,645-57.3% |