Filed April 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 | $59,583 | $64,719-7.9% | $112,249-46.9% | $68,486-13.0% |
| Participation rate | 63.4% | 67.2%-3.7pp | 75.1%-11.6pp | 67.9%-4.5pp |
| Annual return | -17.63% | -11.40%-6.2pp | 27.48%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,456 | $2,747-10.6% | $3,636-32.5% | $2,597-5.4% |
| Participant deferral / active EE | $4,710 | $3,565+32.1% | $4,729-0.4% | $4,028+16.9% |
| Admin fee / account holder | $7,833 | $5,232+49.7% | $6,412+22.2% | $5,404+45.0% |