Filed August 8, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $108,523 | $54,541+99.0% | $78,778+37.8% | $70,126+54.8% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 21.42% | 21.07%+0.3pp | 35.62%-14.2pp | 73.15%-51.7pp |
| Employer contribution / active EE | $4,114 | $1,089+277.9% | $1,986+107.2% | $2,343+75.6% |
| Participant deferral / active EE | $6,273 | $2,210+183.8% | $2,958+112.1% | $3,332+88.3% |
| Admin fee / account holder | $20,074 | $3,709+441.3% | $5,134+291.0% | $4,645+332.1% |