Filed February 16, 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 | $136,725 | $59,402+130.2% | $93,654+46.0% | $74,546+83.4% |
| Participation rate | 53.2% | 59.7%-6.4pp | 68.7%-15.5pp | 67.2%-14.0pp |
| Annual return | 16.08% | 81.86%-65.8pp | 133.34%-117.3pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $1,725 | $1,265+36.4% | $2,421-28.7% | $2,624-34.3% |
| Participant deferral / active EE | $4,197 | $3,049+37.7% | $4,413-4.9% | $4,347-3.5% |
| Admin fee / account holder | $75,203 | $3,023+2387.9% | $8,282+808.0% | $1,944+3769.3% |