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 | $97,428 | $73,940+31.8% | $96,496+1.0% | $75,173+29.6% |
| Participation rate | 53.1% | 66.4%-13.3pp | 74.3%-21.2pp | 67.2%-14.1pp |
| Annual return | -8.42% | 26.71%-35.1pp | 35.70%-44.1pp | 160.65%-169.1pp |
| Employer contribution / active EE | $1,280 | $2,929-56.3% | $3,738-65.8% | $2,670-52.1% |
| Participant deferral / active EE | $6,965 | $3,659+90.4% | $4,879+42.8% | $4,126+68.8% |
| Admin fee / account holder | $5,392 | $5,216+3.4% | $6,731-19.9% | $5,651-4.6% |