Filed April 25, 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 | $35,883 | $38,165-6.0% | $189,758-81.1% | $69,255-48.2% |
| Participation rate | 19.6% | 66.7%-47.0pp | 79.8%-60.2pp | 69.0%-49.4pp |
| Annual return | 11.05% | 14.65%-3.6pp | 52.62%-41.6pp | 26.73%-15.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $1,226 | $2,073-40.8% | $5,856-79.1% | $2,890-57.6% |
| Admin fee / account holder | $5,257 | $714+635.9% | $20,388-74.2% | $733+617.5% |