Filed May 6, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $117,280 | $73,988+58.5% | $96,538+21.5% | $75,177+56.0% |
| Participation rate | 54.0% | 66.4%-12.4pp | 74.3%-20.3pp | 67.2%-13.2pp |
| Annual return | 7.03% | 26.73%-19.7pp | 35.74%-28.7pp | 160.75%-153.7pp |
| Employer contribution / active EE | $3,931 | $2,930+34.1% | $3,740+5.1% | $2,671+47.2% |
| Participant deferral / active EE | $5,363 | $3,660+46.5% | $4,880+9.9% | $4,126+30.0% |
| Admin fee / account holder | $44,786 | $5,220+758.0% | $6,737+564.7% | $5,651+692.5% |