Filed January 15, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,446 | $124,425-60.3% | $112,040-55.9% | $137,256-64.0% |
| Participation rate | 46.2% | 79.3%-33.2pp | 76.5%-30.3pp | 80.0%-33.8pp |
| Annual return | 18.28% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,229 | $3,411-64.0% | $2,954-58.4% | $4,156-70.4% |
| Participant deferral / active EE | $2,459 | $5,718-57.0% | $5,098-51.8% | $6,407-61.6% |
| Admin fee / account holder | $1,191 | $15,207-92.2% | $12,098-90.2% | $12,270-90.3% |