Filed March 18, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $137,135 | $174,379-21.4% | $152,093-9.8% | $138,895-1.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 18.86% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,985 | $4,652-35.8% | $4,175-28.5% | $4,194-28.8% |
| Participant deferral / active EE | $7,405 | $6,159+20.2% | $5,451+35.8% | $6,396+15.8% |
| Admin fee / account holder | $1,316 | $16,880-92.2% | $14,497-90.9% | $12,562-89.5% |