Filed August 9, 2023
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,939 | $72,177+71.7% | $115,038+7.7% | $59,633+107.8% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | -3.67% | 12.02%-15.7pp | 26.14%-29.8pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,763 | $2,841-37.9% | $4,608-61.7% | $2,203-19.9% |
| Participant deferral / active EE | $6,600 | $4,783+38.0% | $6,026+9.5% | $3,192+106.8% |
| Admin fee / account holder | $9,392 | $4,927+90.6% | $8,175+14.9% | $4,297+118.6% |