Filed May 19, 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 | $97,719 | $72,269+35.2% | $101,271-3.5% | $79,852+22.4% |
| Participation rate | 47.9% | 68.5%-20.5pp | 75.8%-27.9pp | 69.6%-21.7pp |
| Annual return | 9.08% | 22.29%-13.2pp | 46.48%-37.4pp | 31.72%-22.6pp |
| Employer contribution / active EE | $1,393 | $2,692-48.2% | $3,660-61.9% | $2,471-43.6% |
| Participant deferral / active EE | $3,090 | $3,282-5.8% | $4,371-29.3% | $3,740-17.4% |
| Admin fee / account holder | $17,370 | $4,401+294.7% | $5,948+192.1% | $5,306+227.4% |