Filed May 20, 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 | $38,126 | $46,877-18.7% | $122,354-68.8% | $70,126-45.6% |
| Participation rate | 64.9% | 58.2%+6.7pp | 71.6%-6.7pp | 69.5%-4.6pp |
| Annual return | 18.08% | 24.22%-6.1pp | 30.28%-12.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $846 | $1,288-34.4% | $4,051-79.1% | $2,343-63.9% |
| Participant deferral / active EE | $1,874 | $2,167-13.5% | $3,287-43.0% | $3,332-43.7% |
| Admin fee / account holder | $2,024 | $3,324-39.1% | $5,479-63.1% | $4,645-56.4% |