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 | $37,586 | $43,730-14.0% | $121,220-69.0% | $64,173-41.4% |
| Participation rate | 56.3% | 58.3%-2.1pp | 71.8%-15.5pp | 69.6%-13.3pp |
| Annual return | -5.26% | 68.94%-74.2pp | 16.94%-22.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,032 | $1,297-20.5% | $4,023-74.4% | $2,381-56.7% |
| Participant deferral / active EE | $2,504 | $2,281+9.8% | $3,345-25.1% | $3,470-27.8% |
| Admin fee / account holder | $4,731 | $3,502+35.1% | $5,021-5.8% | $4,887-3.2% |