Filed April 18, 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 | $134,263 | $78,015+72.1% | $178,505-24.8% | $80,959+65.8% |
| Participation rate | 62.7% | 65.7%-3.0pp | 77.1%-14.4pp | 67.7%-5.0pp |
| Annual return | 21.06% | 18.10%+3.0pp | 27.16%-6.1pp | 35.67%-14.6pp |
| Employer contribution / active EE | $2,898 | $2,281+27.0% | $3,955-26.7% | $2,757+5.1% |
| Participant deferral / active EE | $8,569 | $4,406+94.5% | $6,280+36.4% | $4,300+99.3% |
| Admin fee / account holder | $2,761 | $7,160-61.4% | $10,428-73.5% | $6,925-60.1% |