Filed August 4, 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 | $32,215 | $53,128-39.4% | $86,581-62.8% | $70,124-54.1% |
| Participation rate | 48.0% | 65.3%-17.3pp | 73.5%-25.5pp | 69.5%-21.5pp |
| Annual return | 15.78% | 27.66%-11.9pp | 965.06%-949.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,989 | $2,695+10.9% | $3,609-17.2% | $3,332-10.3% |
| Admin fee / account holder | $4,135 | $3,584+15.4% | $4,904-15.7% | $4,645-11.0% |