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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,826 | $171,867-55.3% | $149,721-48.7% | $147,586-47.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 7.13% | 2113.36%-2106.2pp | 1501.67%-1494.5pp | 578.59%-571.5pp |
| Employer contribution / active EE | $1,866 | $6,275-70.3% | $5,444-65.7% | $4,876-61.7% |
| Participant deferral / active EE | $4,245 | $7,270-41.6% | $6,568-35.4% | $5,439-21.9% |
| Admin fee / account holder | $8,501 | $13,799-38.4% | $11,282-24.7% | $10,886-21.9% |