Filed July 1, 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.
Participant 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 | $11,840 | $47,479-75.1% | $62,929-81.2% | $82,448-85.6% |
| Participation rate | 14.5% | 66.9%-52.4pp | 73.1%-58.6pp | 68.1%-53.6pp |
| Annual return | 16.56% | 20.34%-3.8pp | 1063.93%-1047.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $343 | $1,885-81.8% | $2,505-86.3% | $2,551-86.6% |
| Participant deferral / active EE | $588 | $2,870-79.5% | $3,888-84.9% | $4,139-85.8% |
| Admin fee / account holder | $873 | $3,804-77.1% | $5,065-82.8% | $7,234-87.9% |