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 | $32,434 | $185,905-82.6% | $170,057-80.9% | $139,487-76.7% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 6.62% | 60.56%-53.9pp | 53.42%-46.8pp | 373.84%-367.2pp |
| Employer contribution / active EE | $2,927 | $7,597-61.5% | $6,790-56.9% | $4,755-38.4% |
| Participant deferral / active EE | $3,242 | $11,627-72.1% | $10,411-68.9% | $6,713-51.7% |
| Admin fee / account holder | $39,899 | $15,397+159.1% | $12,826+211.1% | $11,407+249.8% |