Filed November 13, 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 | $24,546 | $95,406-74.3% | $185,849-86.8% | $85,847-71.4% |
| Participation rate | 46.2% | 68.8%-22.6pp | 81.7%-35.6pp | 69.3%-23.2pp |
| Annual return | 10.36% | 23.59%-13.2pp | 122.10%-111.7pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,403 | $3,424-29.8% | $5,569-56.8% | $3,952-39.2% |
| Admin fee / account holder | $1,258 | $7,214-82.6% | $16,244-92.3% | $6,261-79.9% |