Filed October 30, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,856 | $58,311-65.9% | $81,882-75.8% | $80,959-75.5% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.4%-16.4pp | 67.7%-11.7pp |
| Annual return | 9.85% | 41.85%-32.0pp | 779.47%-769.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $496 | $2,347-78.9% | $2,916-83.0% | $2,757-82.0% |
| Participant deferral / active EE | $3,666 | $3,287+11.5% | $4,323-15.2% | $4,300-14.8% |
| Admin fee / account holder | $7,500 | $4,752+57.8% | $7,360+1.9% | $6,925+8.3% |