Filed July 30, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,638 | $78,190-50.6% | $149,600-74.2% | $64,097-39.7% |
| Participation rate | 59.8% | 58.6%+1.1pp | 77.2%-17.4pp | 55.2%+4.6pp |
| Annual return | 20.53% | 34.34%-13.8pp | 129.59%-109.1pp | 34.64%-14.1pp |
| Employer contribution / active EE | $1,808 | $1,942-6.9% | $4,193-56.9% | $1,891-4.4% |
| Participant deferral / active EE | $2,849 | $3,703-23.0% | $7,203-60.4% | $3,080-7.5% |
| Admin fee / account holder | $5,424 | $3,683+47.3% | $13,963-61.2% | $3,454+57.0% |