Filed March 6, 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 | $151,478 | $93,345+62.3% | $119,126+27.2% | $87,485+73.1% |
| Participation rate | 41.7% | 68.7%-27.1pp | 75.8%-34.1pp | 68.9%-27.3pp |
| Annual return | 9.50% | 19.08%-9.6pp | 282.11%-272.6pp | 26.06%-16.6pp |
| Employer contribution / active EE | $1,145 | $3,172-63.9% | $4,034-71.6% | $2,596-55.9% |
| Participant deferral / active EE | $5,513 | $4,099+34.5% | $5,318+3.7% | $4,274+29.0% |
| Admin fee / account holder | $1,313 | $8,039-83.7% | $10,693-87.7% | $7,775-83.1% |