Filed June 16, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,578 | $64,716-45.0% | $112,258-68.3% | $68,495-48.1% |
| Participation rate | 48.1% | 67.2%-19.0pp | 75.1%-26.9pp | 67.9%-19.7pp |
| Annual return | -21.76% | -11.40%-10.4pp | 27.47%-49.2pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,393 | $2,746-49.3% | $3,636-61.7% | $2,596-46.3% |
| Participant deferral / active EE | $3,604 | $3,565+1.1% | $4,728-23.8% | $4,028-10.5% |
| Admin fee / account holder | $3,400 | $5,232-35.0% | $6,411-47.0% | $5,403-37.1% |