Filed May 27, 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 | $104,162 | $64,719+60.9% | $112,249-7.2% | $68,486+52.1% |
| Participation rate | 49.1% | 67.2%-18.1pp | 75.1%-26.0pp | 67.9%-18.8pp |
| Annual return | -17.56% | -11.40%-6.2pp | 27.48%-45.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,520 | $2,747-44.6% | $3,636-58.2% | $2,597-41.4% |
| Participant deferral / active EE | $3,795 | $3,565+6.4% | $4,729-19.8% | $4,028-5.8% |
| Admin fee / account holder | $2,513 | $5,232-52.0% | $6,412-60.8% | $5,404-53.5% |