Filed February 7, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,554 | $53,5460% | $69,890-23.4% | $68,490-21.8% |
| Participation rate | 69.7% | 64.5%+5.2pp | 70.5%-0.8pp | 67.9%+1.8pp |
| Annual return | -18.38% | -13.87%-4.5pp | 190.84%-209.2pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,234 | $2,019-38.9% | $2,560-51.8% | $2,597-52.5% |
| Participant deferral / active EE | $2,576 | $2,957-12.9% | $3,848-33.1% | $4,028-36.1% |
| Admin fee / account holder | $21,027 | $4,693+348.1% | $6,267+235.5% | $5,403+289.2% |