Filed January 10, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,676 | $157,296-53.2% | $141,191-47.8% | $152,897-51.8% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 17.63% | 64.34%-46.7pp | 71.41%-53.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,049 | $7,111+69.5% | $6,710+79.6% | $5,851+105.9% |
| Admin fee / account holder | $7,859 | $12,125-35.2% | $10,264-23.4% | $11,599-32.2% |