Filed May 29, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $212,416 | $97,550+117.7% | $120,344+76.5% | $87,485+142.8% |
| Participation rate | 47.2% | 72.8%-25.7pp | 76.7%-29.5pp | 68.9%-21.8pp |
| Annual return | 12.06% | 18.41%-6.4pp | 20.30%-8.2pp | 26.06%-14.0pp |
| Employer contribution / active EE | $423 | $2,291-81.5% | $3,020-86.0% | $2,596-83.7% |
| Participant deferral / active EE | $3,475 | $4,230-17.8% | $5,135-32.3% | $4,274-18.7% |
| Admin fee / account holder | $19,156 | $9,543+100.7% | $12,742+50.3% | $7,775+146.4% |