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 | $85,307 | $72,273+18.0% | $101,275-15.8% | $79,856+6.8% |
| Participation rate | 93.7% | 68.5%+25.2pp | 75.8%+17.8pp | 69.6%+24.0pp |
| Annual return | 20.31% | 22.30%-2.0pp | 46.48%-26.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $3,609 | $2,691+34.1% | $3,660-1.4% | $2,471+46.0% |
| Participant deferral / active EE | $6,128 | $3,282+86.7% | $4,371+40.2% | $3,741+63.8% |
| Admin fee / account holder | $4,095 | $4,401-7.0% | $5,948-31.2% | $5,306-22.8% |