Filed August 22, 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 | $98,235 | $88,596+10.9% | $70,098+40.1% | $134,509-27.0% |
| Participation rate | 57.1% | 74.9%-17.8pp | 70.5%-13.3pp | 81.2%-24.1pp |
| Annual return | -19.03% | 442.67%-461.7pp | 190.76%-209.8pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,238 | $3,235-61.7% | $2,560-51.6% | $4,741-73.9% |
| Participant deferral / active EE | $3,363 | $4,772-29.5% | $3,849-12.6% | $6,400-47.5% |
| Admin fee / account holder | $21,687 | $10,441+107.7% | $6,266+246.1% | $11,427+89.8% |