Filed April 2, 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 | $51,443 | $52,279-1.6% | $89,435-42.5% | $79,856-35.6% |
| Participation rate | 7.7% | 57.5%-49.8pp | 68.0%-60.3pp | 69.6%-61.9pp |
| Annual return | 22.24% | 22.16%+0.1pp | 245.55%-223.3pp | 31.71%-9.5pp |
| Employer contribution / active EE | $366 | $1,572-76.7% | $2,587-85.8% | $2,471-85.2% |
| Participant deferral / active EE | $810 | $2,740-70.5% | $3,890-79.2% | $3,741-78.4% |
| Admin fee / account holder | $2,316 | $3,356-31.0% | $4,884-52.6% | $5,306-56.4% |