Filed October 3, 2024
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,486 | $81,870+152.2% | $119,634+72.6% | $68,490+201.5% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.4pp | 67.9%+17.8pp |
| Annual return | -20.36% | -23.82%+3.5pp | -14.98%-5.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $4,903 | $2,692+82.2% | $4,232+15.9% | $2,597+88.8% |
| Participant deferral / active EE | $10,456 | $4,148+152.1% | $5,601+86.7% | $4,028+159.6% |
| Admin fee / account holder | $21,998 | $6,583+234.2% | $10,329+113.0% | $5,403+307.2% |