Filed October 1, 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.
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 | $132,472 | $47,479+179.0% | $62,929+110.5% | $82,448+60.7% |
| Participation rate | 41.4% | 66.9%-25.5pp | 73.1%-31.7pp | 68.1%-26.7pp |
| Annual return | 13.71% | 20.34%-6.6pp | 1063.93%-1050.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,351 | $2,870+16.7% | $3,888-13.8% | $4,139-19.0% |
| Admin fee / account holder | $22,195 | $3,804+483.5% | $5,065+338.2% | $7,234+206.8% |