Filed March 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,506 | $99,032-74.2% | $80,022-68.1% | $135,380-81.2% |
| Participation rate | 38.1% | 78.4%-40.3pp | 75.8%-37.7pp | 82.6%-44.5pp |
| Annual return | -8.65% | 15.39%-24.0pp | 11.22%-19.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,090 | $4,282-74.5% | $3,686-70.4% | $5,609-80.6% |
| Admin fee / account holder | $16,618 | $10,436+59.2% | $6,521+154.8% | $10,828+53.5% |