Filed April 8, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,808 | $82,678-48.2% | $125,391-65.9% | $68,490-37.5% |
| Participation rate | 53.2% | 75.1%-21.9pp | 82.4%-29.2pp | 67.9%-14.7pp |
| Annual return | -17.44% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,417 | $3,382-58.1% | $4,816-70.6% | $2,597-45.4% |
| Participant deferral / active EE | $2,961 | $6,111-51.5% | $7,448-60.2% | $4,028-26.5% |
| Admin fee / account holder | $3,379 | $6,277-46.2% | $10,009-66.2% | $5,403-37.5% |