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 | $44,197 | $58,726-24.7% | $142,898-69.1% | $85,847-48.5% |
| Participation rate | 55.2% | 58.5%-3.3pp | 72.0%-16.7pp | 69.3%-14.1pp |
| Annual return | 12.52% | 27.73%-15.2pp | 5639.64%-5627.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $1,055 | $1,424-25.9% | $4,146-74.6% | $2,565-58.9% |
| Participant deferral / active EE | $2,667 | $2,609+2.2% | $3,838-30.5% | $3,952-32.5% |
| Admin fee / account holder | $9,063 | $4,234+114.0% | $6,560+38.2% | $6,261+44.8% |