Filed April 10, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,685 | $85,766-60.7% | $136,298-75.3% | $70,126-52.0% |
| Participation rate | 48.4% | 74.2%-25.8pp | 81.9%-33.5pp | 69.5%-21.2pp |
| Annual return | 17.51% | 31.46%-13.9pp | 5156.27%-5138.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $639 | $2,966-78.5% | $4,696-86.4% | $2,343-72.7% |
| Participant deferral / active EE | $3,132 | $5,051-38.0% | $6,247-49.9% | $3,332-6.0% |
| Admin fee / account holder | $3,976 | $5,421-26.6% | $9,244-57.0% | $4,645-14.4% |