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 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 | $90,991 | $152,612-40.4% | $125,192-27.3% | $152,897-40.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.32% | 54.85%-39.5pp | 43.79%-28.5pp | 345.43%-330.1pp |
| Employer contribution / active EE | $8,430 | $4,947+70.4% | $3,866+118.1% | $4,764+77.0% |
| Participant deferral / active EE | $5,370 | $5,868-8.5% | $4,937+8.8% | $5,851-8.2% |
| Admin fee / account holder | $40,813 | $13,437+203.7% | $9,704+320.6% | $11,599+251.9% |