Filed April 21, 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 | $37,221 | $46,877-20.6% | $122,354-69.6% | $70,126-46.9% |
| Participation rate | 51.2% | 58.2%-7.0pp | 71.6%-20.5pp | 69.5%-18.4pp |
| Annual return | 13.46% | 24.22%-10.8pp | 30.28%-16.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $774 | $1,288-39.9% | $4,051-80.9% | $2,343-67.0% |
| Participant deferral / active EE | $1,632 | $2,167-24.7% | $3,287-50.4% | $3,332-51.0% |
| Admin fee / account holder | $4,030 | $3,324+21.2% | $5,479-26.4% | $4,645-13.3% |