Filed April 17, 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.
Employer 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 | $76,121 | $73,988+2.9% | $96,538-21.1% | $75,177+1.3% |
| Participation rate | 36.2% | 66.4%-30.2pp | 74.3%-38.1pp | 67.2%-31.0pp |
| Annual return | 14.43% | 26.73%-12.3pp | 35.74%-21.3pp | 160.75%-146.3pp |
| Employer contribution / active EE | $214 | $2,930-92.7% | $3,740-94.3% | $2,671-92.0% |
| Participant deferral / active EE | $2,546 | $3,660-30.4% | $4,880-47.8% | $4,126-38.3% |
| Admin fee / account holder | $3,487 | $5,220-33.2% | $6,737-48.2% | $5,651-38.3% |