Filed September 8, 2025
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 | $66,545 | $153,769-56.7% | $133,975-50.3% | $273,972-75.7% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 4.12% | 36.51%-32.4pp | 29.29%-25.2pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,463 | $6,029-59.1% | $5,211-52.7% | $4,869-49.4% |
| Participant deferral / active EE | $3,243 | $6,958-53.4% | $6,282-48.4% | $5,287-38.7% |
| Admin fee / account holder | $868 | $11,765-92.6% | $9,324-90.7% | $10,133-91.4% |