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 | $39,395 | $78,027-49.5% | $178,528-77.9% | $80,925-51.3% |
| Participation rate | 56.5% | 65.7%-9.2pp | 77.1%-20.6pp | 67.7%-11.2pp |
| Annual return | 14.32% | 18.09%-3.8pp | 27.11%-12.8pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,672 | $2,281-26.7% | $3,950-57.7% | $2,756-39.3% |
| Participant deferral / active EE | $2,997 | $4,408-32.0% | $6,278-52.3% | $4,299-30.3% |
| Admin fee / account holder | $3,073 | $7,168-57.1% | $10,419-70.5% | $6,940-55.7% |